PMFA
PEGI

Plante Moran Financial Advisors’s Pattern Energy Group Inc. Class A PEGI Stock Holding History

Plante Moran Financial Advisors’s Portfolio PEGI Stock Details PEGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,200
Closed -$70K – 865
2019
Q1 		$70K Buy
+3,200
New +$66.7K 0.02% 273

Other funds holding PEGI

Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Plante Moran Financial Advisors's PEGI Position: Q2 2019 in Review

Plante Moran Financial Advisors sold out of Pattern Energy Group Inc. Class A (PEGI) in Q2 2019, closing a stake of 3,200 shares — an estimated $70K sold.

Plante Moran Financial Advisors first reported a position in PEGI in Q1 2019 and held it in 1 quarter. The position peaked at $70K in Q1 2019. 204 funds tracked by Wall St. Rank hold PEGI as of Q2 2019.

  • Plante Moran Financial Advisors reported no remaining Pattern Energy Group Inc. Class A position as of Q2 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3,200 Pattern Energy Group Inc. Class A shares in Q2 2019, an estimated $70K.
  • Plante Moran Financial Advisors first reported a position in Pattern Energy Group Inc. Class A in Q1 2019 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Pattern Energy Group Inc. Class A position peaked at $70K in Q1 2019.
  • 204 funds tracked by Wall St. Rank held Pattern Energy Group Inc. Class A as of Q2 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.