PFGIA
SCS

Patriot Financial Group Insurance Agency’s Steelcase SCS Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-700
Closed -$9K – 872
2018
Q1 		$9K Hold
700
– – 0.01% 619
2017
Q4 		$11K Sell
700
-600
-46% -$8.81K 0.01% 576
2017
Q3 		$20K Sell
1,300
-300
-19% -$4.11K 0.02% 412
2017
Q2 		$22K Hold
1,600
– – 0.02% 367
2017
Q1 		$26K Hold
1,600
– – 0.03% 315
2016
Q4 		$26K Buy
+1,600
New +$24.1K 0.04% 307

Other funds holding SCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SCS Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of Steelcase (SCS) in Q2 2018, closing a stake of 700 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in SCS in Q4 2016 and held it in 6 quarters. The position peaked at $26K in Q1 2017. 198 funds tracked by Wall St. Rank hold SCS as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Steelcase position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 700 Steelcase shares in Q2 2018, an estimated $9K.
  • Patriot Financial Group Insurance Agency first reported a position in Steelcase in Q4 2016 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Steelcase position peaked at $26K in Q1 2017.
  • 198 funds tracked by Wall St. Rank held Steelcase as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.