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Rockefeller Financial Services’s Progressive PGR Stock Holding History

Rockefeller Financial Services’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,873
Closed -$102K – 494
2016
Q4 		$102K Hold
2,873
– – ﹤0.01% 373
2016
Q3 		$90K Sell
2,873
-3,296
-53% -$107K ﹤0.01% 357
2016
Q2 		$206K Sell
6,169
-401
-6% -$13.3K ﹤0.01% 317
2016
Q1 		$231K Sell
6,570
-400
-6% -$12.8K ﹤0.01% 314
2015
Q4 		$222K Sell
6,970
-10,275
-60% -$327K ﹤0.01% 330
2015
Q3 		$529K Sell
17,245
-8,321
-33% -$251K 0.01% 239
2015
Q2 		$711K Sell
25,566
-268
-1% -$7.31K 0.01% 215
2015
Q1 		$702K Buy
25,834
+21,892
+555% +$584K 0.02% 218
2014
Q4 		$106K Sell
3,942
-1,649
-29% -$43.5K ﹤0.01% 347
2014
Q3 		$141K Hold
5,591
– – ﹤0.01% 347
2014
Q2 		$142K Hold
5,591
– – ﹤0.01% 361
2014
Q1 		$135K Hold
5,591
– – ﹤0.01% 373
2013
Q4 		$152K Sell
5,591
-1,177
-17% -$31.7K ﹤0.01% 364
2013
Q3 		$184K Hold
6,768
– – ﹤0.01% 342
2013
Q2 		$172K Buy
+6,768
New +$171K ﹤0.01% 343

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Rockefeller Financial Services's PGR Position: Q1 2017 in Review

Rockefeller Financial Services sold out of Progressive (PGR) in Q1 2017, closing a stake of 2,873 shares — an estimated $102K sold.

Rockefeller Financial Services first reported a position in PGR in Q2 2013 and held it in 15 quarters. The position peaked at $711K in Q2 2015. 583 funds tracked by Wall St. Rank hold PGR as of Q1 2017.

  • Rockefeller Financial Services reported no remaining Progressive position as of Q1 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 2,873 Progressive shares in Q1 2017, an estimated $102K.
  • Rockefeller Financial Services first reported a position in Progressive in Q2 2013 and held it in 15 quarters.
  • Rockefeller Financial Services's Progressive position peaked at $711K in Q2 2015.
  • 583 funds tracked by Wall St. Rank held Progressive as of Q1 2017.

Based on Rockefeller Financial Services's 13F filing for Q1 2017, filed 28 Apr 2017.