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Shepherd Kaplan Krochuk’s Pegasystems PEGA Stock Holding History

Shepherd Kaplan Krochuk’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
2013
Q3 		– Sell
-32,836
Closed -$272K – 633
2013
Q2 		$272K Buy
+32,836
New +$242K 0.05% 323

Other funds holding PEGA

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Shepherd Kaplan Krochuk's PEGA Position: Q3 2013 in Review

Shepherd Kaplan Krochuk sold out of Pegasystems (PEGA) in Q3 2013, closing a stake of 32,836 shares — an estimated $272K sold.

Shepherd Kaplan Krochuk first reported a position in PEGA in Q2 2013 and held it in 1 quarter. The position peaked at $272K in Q2 2013. 129 funds tracked by Wall St. Rank hold PEGA as of Q3 2013.

  • Shepherd Kaplan Krochuk reported no remaining Pegasystems position as of Q3 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 32,836 Pegasystems shares in Q3 2013, an estimated $272K.
  • Shepherd Kaplan Krochuk first reported a position in Pegasystems in Q2 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Pegasystems position peaked at $272K in Q2 2013.
  • 129 funds tracked by Wall St. Rank held Pegasystems as of Q3 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2013, filed 14 Nov 2013.