SBL
PEGI

Sargent Bickham Lagudis’s Pattern Energy Group Inc. Class A PEGI Stock Holding History

Sargent Bickham Lagudis’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
2017
Q1 		– Sell
-136
Closed -$3K – 793
2016
Q4 		$3K Buy
+136
New +$2.79K ﹤0.01% 662

Other funds holding PEGI

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sargent Bickham Lagudis's PEGI Position: Q1 2017 in Review

Sargent Bickham Lagudis sold out of Pattern Energy Group Inc. Class A (PEGI) in Q1 2017, closing a stake of 136 shares — an estimated $3K sold.

Sargent Bickham Lagudis first reported a position in PEGI in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 167 funds tracked by Wall St. Rank hold PEGI as of Q1 2017.

  • Sargent Bickham Lagudis reported no remaining Pattern Energy Group Inc. Class A position as of Q1 2017 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 136 Pattern Energy Group Inc. Class A shares in Q1 2017, an estimated $3K.
  • Sargent Bickham Lagudis first reported a position in Pattern Energy Group Inc. Class A in Q4 2016 and held it in 1 quarter.
  • Sargent Bickham Lagudis's Pattern Energy Group Inc. Class A position peaked at $3K in Q4 2016.
  • 167 funds tracked by Wall St. Rank held Pattern Energy Group Inc. Class A as of Q1 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2017, filed 13 Sep 2021.