V Wealth Advisors’s Precigen PGEN Stock Holding History

V Wealth Advisors’s Portfolio PGEN Stock Details PGEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-200	Closed	-$5K	–	564
2017 Q2	$5K	Buy	+200	New	+$4.39K	﹤0.01%	662

Other funds holding PGEN

Third Security Radford, Virginia $241M AUM 45.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

V Wealth Advisors's PGEN Position: Q3 2017 in Review

V Wealth Advisors sold out of Precigen (PGEN) in Q3 2017, closing a stake of 200 shares — an estimated $5K sold.

V Wealth Advisors first reported a position in PGEN in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 155 funds tracked by Wall St. Rank hold PGEN as of Q3 2017.

V Wealth Advisors reported no remaining Precigen position as of Q3 2017 after selling out during the quarter.
V Wealth Advisors sold 200 Precigen shares in Q3 2017, an estimated $5K.
V Wealth Advisors first reported a position in Precigen in Q2 2017 and held it in 1 quarter.
V Wealth Advisors's Precigen position peaked at $5K in Q2 2017.
155 funds tracked by Wall St. Rank held Precigen as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.