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USA Mutuals Advisors’s Progressive PGR Stock Holding History

USA Mutuals 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
Q3 		– Sell
-80
Closed -$3K – 113
2016
Q2 		$3K Hold
80
– – ﹤0.01% 105
2016
Q1 		$3K Buy
+80
New +$2.56K ﹤0.01% 98

Other funds holding PGR

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
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

USA Mutuals Advisors's PGR Position: Q3 2016 in Review

USA Mutuals Advisors sold out of Progressive (PGR) in Q3 2016, closing a stake of 80 shares — an estimated $3K sold.

USA Mutuals Advisors first reported a position in PGR in Q1 2016 and held it in 2 quarters. The position peaked at $3K in Q2 2016. 492 funds tracked by Wall St. Rank hold PGR as of Q3 2016.

  • USA Mutuals Advisors reported no remaining Progressive position as of Q3 2016 after selling out during the quarter.
  • USA Mutuals Advisors sold 80 Progressive shares in Q3 2016, an estimated $3K.
  • USA Mutuals Advisors first reported a position in Progressive in Q1 2016 and held it in 2 quarters.
  • USA Mutuals Advisors's Progressive position peaked at $3K in Q2 2016.
  • 492 funds tracked by Wall St. Rank held Progressive as of Q3 2016.

Based on USA Mutuals Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.