Reilly Financial Advisors’s Pegasystems PEGA Stock Holding History

Reilly Financial Advisors’s Portfolio PEGA Stock Details PEGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-700	Closed	-$24K	–	917
2019 Q3	$24K	Buy	+700	New	+$25.3K	﹤0.01%	469

Other funds holding PEGA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Reilly Financial Advisors's PEGA Position: Q4 2019 in Review

Reilly Financial Advisors sold out of Pegasystems (PEGA) in Q4 2019, closing a stake of 700 shares — an estimated $24K sold.

Reilly Financial Advisors first reported a position in PEGA in Q3 2019 and held it in 1 quarter. The position peaked at $24K in Q3 2019. 198 funds tracked by Wall St. Rank hold PEGA as of Q4 2019.

Reilly Financial Advisors reported no remaining Pegasystems position as of Q4 2019 after selling out during the quarter.
Reilly Financial Advisors sold 700 Pegasystems shares in Q4 2019, an estimated $24K.
Reilly Financial Advisors first reported a position in Pegasystems in Q3 2019 and held it in 1 quarter.
Reilly Financial Advisors's Pegasystems position peaked at $24K in Q3 2019.
198 funds tracked by Wall St. Rank held Pegasystems as of Q4 2019.

Based on Reilly Financial Advisors's 13F filing for Q4 2019, filed 16 Jan 2020.