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Triangle Securities Wealth Management’s Progressive PGR Stock Holding History

Triangle Securities Wealth Management’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
2013
Q3 		– Sell
-825
Closed -$21K – 310
2013
Q2 		$21K Buy
+825
New +$20.9K 0.02% 373

Other funds holding PGR

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Triangle Securities Wealth Management's PGR Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Progressive (PGR) in Q3 2013, closing a stake of 825 shares — an estimated $21K sold.

Triangle Securities Wealth Management first reported a position in PGR in Q2 2013 and held it in 1 quarter. The position peaked at $21K in Q2 2013. 383 funds tracked by Wall St. Rank hold PGR as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Progressive position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 825 Progressive shares in Q3 2013, an estimated $21K.
  • Triangle Securities Wealth Management first reported a position in Progressive in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Progressive position peaked at $21K in Q2 2013.
  • 383 funds tracked by Wall St. Rank held Progressive as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.