PFGIA
SHLD

Patriot Financial Group Insurance Agency’s Sears Holding Corporation SHLD Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-15
Closed – – 1358
2018
Q4 		$0 Hold
15
– – ﹤0.01% 1178
2018
Q3 		$1K Buy
+15
New +$25 ﹤0.01% 983

Other funds holding SHLD

SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SHLD Position: Q1 2019 in Review

Patriot Financial Group Insurance Agency sold out of Sears Holding Corporation (SHLD) in Q1 2019, closing a stake of 15 shares.

Patriot Financial Group Insurance Agency first reported a position in SHLD in Q3 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 7 funds tracked by Wall St. Rank hold SHLD as of Q1 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Sears Holding Corporation position as of Q1 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 15 Sears Holding Corporation shares in Q1 2019.
  • Patriot Financial Group Insurance Agency first reported a position in Sears Holding Corporation in Q3 2018 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Sears Holding Corporation position peaked at $1K in Q3 2018.
  • 7 funds tracked by Wall St. Rank held Sears Holding Corporation as of Q1 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2019, filed 29 Apr 2019.