RFA
PEGI

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

Reilly 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
2020
Q1 		– Sell
-1,500
Closed -$40K – 975
2019
Q4 		$40K Hold
1,500
– – ﹤0.01% 367
2019
Q3 		$40K Hold
1,500
– – ﹤0.01% 375
2019
Q2 		$35K Hold
1,500
– – ﹤0.01% 424
2019
Q1 		$33K Buy
+1,500
New +$31.3K ﹤0.01% 424

Other funds holding PEGI

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Reilly Financial Advisors's PEGI Position: Q1 2020 in Review

Reilly Financial Advisors sold out of Pattern Energy Group Inc. Class A (PEGI) in Q1 2020, closing a stake of 1,500 shares — an estimated $40K sold.

Reilly Financial Advisors first reported a position in PEGI in Q1 2019 and held it in 4 quarters. The position peaked at $40K in Q4 2019. 1 fund tracked by Wall St. Rank holds PEGI as of Q1 2020.

  • Reilly Financial Advisors reported no remaining Pattern Energy Group Inc. Class A position as of Q1 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,500 Pattern Energy Group Inc. Class A shares in Q1 2020, an estimated $40K.
  • Reilly Financial Advisors first reported a position in Pattern Energy Group Inc. Class A in Q1 2019 and held it in 4 quarters.
  • Reilly Financial Advisors's Pattern Energy Group Inc. Class A position peaked at $40K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Pattern Energy Group Inc. Class A as of Q1 2020.

Based on Reilly Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.