PWAG
PGH

Polaris Wealth Advisory Group’s Pengrowth Energy Corporation PGH Stock Holding History

Polaris Wealth Advisory Group’s Portfolio PGH Stock Details PGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-139,233
Closed -$198K – 127
2016
Q4 		$198K Hold
139,233
– – 0.02% 107
2016
Q3 		$221K Hold
139,233
– – 0.03% 99
2016
Q2 		$256K Buy
+139,233
New +$226K 0.04% 86

Other funds holding PGH

LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Polaris Wealth Advisory Group's PGH Position: Q1 2017 in Review

Polaris Wealth Advisory Group sold out of Pengrowth Energy Corporation (PGH) in Q1 2017, closing a stake of 139,233 shares — an estimated $198K sold.

Polaris Wealth Advisory Group first reported a position in PGH in Q2 2016 and held it in 3 quarters. The position peaked at $256K in Q2 2016. 122 funds tracked by Wall St. Rank hold PGH as of Q1 2017.

  • Polaris Wealth Advisory Group reported no remaining Pengrowth Energy Corporation position as of Q1 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 139,233 Pengrowth Energy Corporation shares in Q1 2017, an estimated $198K.
  • Polaris Wealth Advisory Group first reported a position in Pengrowth Energy Corporation in Q2 2016 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Pengrowth Energy Corporation position peaked at $256K in Q2 2016.
  • 122 funds tracked by Wall St. Rank held Pengrowth Energy Corporation as of Q1 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2017, filed 26 Apr 2017.