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Sonora Investment Management’s Progress Software PRGS Stock Holding History

Sonora Investment Management’s Portfolio PRGS Stock Details PRGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-232
Closed -$6K – 1072
2015
Q3 		$6K Buy
+232
New +$6.57K ﹤0.01% 657

Other funds holding PRGS

PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sonora Investment Management's PRGS Position: Q4 2015 in Review

Sonora Investment Management sold out of Progress Software (PRGS) in Q4 2015, closing a stake of 232 shares — an estimated $6K sold.

Sonora Investment Management first reported a position in PRGS in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 180 funds tracked by Wall St. Rank hold PRGS as of Q4 2015.

  • Sonora Investment Management reported no remaining Progress Software position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 232 Progress Software shares in Q4 2015, an estimated $6K.
  • Sonora Investment Management first reported a position in Progress Software in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Progress Software position peaked at $6K in Q3 2015.
  • 180 funds tracked by Wall St. Rank held Progress Software as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.