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TRUE Private Wealth Advisors’s Pegasystems PEGA Stock Holding History

TRUE Private Wealth Advisors’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
2018
Q4 		– Sell
-200
Closed -$6.26K – 725
2018
Q3 		$6.26K Buy
+200
New +$6.05K ﹤0.01% 851

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

TRUE Private Wealth Advisors's PEGA Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Pegasystems (PEGA) in Q4 2018, closing a stake of 200 shares — an estimated $6.26K sold.

TRUE Private Wealth Advisors first reported a position in PEGA in Q3 2018 and held it in 1 quarter. The position peaked at $6.26K in Q3 2018. 152 funds tracked by Wall St. Rank hold PEGA as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Pegasystems position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 200 Pegasystems shares in Q4 2018, an estimated $6.26K.
  • TRUE Private Wealth Advisors first reported a position in Pegasystems in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Pegasystems position peaked at $6.26K in Q3 2018.
  • 152 funds tracked by Wall St. Rank held Pegasystems as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.