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US Financial Advisors’s Progressive PGR Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-674
Closed -$24K – 302
2016
Q1 		$24K Buy
+674
New +$21.5K 0.04% 145

Other funds holding PGR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 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 $150B AUM 40.08% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

US Financial Advisors's PGR Position: Q2 2016 in Review

US Financial Advisors sold out of Progressive (PGR) in Q2 2016, closing a stake of 674 shares — an estimated $24K sold.

US Financial Advisors first reported a position in PGR in Q1 2016 and held it in 1 quarter. The position peaked at $24K in Q1 2016. 515 funds tracked by Wall St. Rank hold PGR as of Q2 2016.

  • US Financial Advisors reported no remaining Progressive position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 674 Progressive shares in Q2 2016, an estimated $24K.
  • US Financial Advisors first reported a position in Progressive in Q1 2016 and held it in 1 quarter.
  • US Financial Advisors's Progressive position peaked at $24K in Q1 2016.
  • 515 funds tracked by Wall St. Rank held Progressive as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.