Valeo Financial Advisors’s Pattern Energy Group Inc. Class A PEGI Stock Holding History

Valeo Financial Advisors’s Portfolio PEGI Stock Details PEGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-15	Closed	–	–	1991
2019 Q4	$0	Hold	15	–	–	﹤0.01%	1772
2019 Q3	$0	Buy	+15	New	+$378	﹤0.01%	1727

Other funds holding PEGI

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Valeo Financial Advisors's PEGI Position: Q1 2020 in Review

Valeo Financial Advisors sold out of Pattern Energy Group Inc. Class A (PEGI) in Q1 2020, closing a stake of 15 shares.

Valeo Financial Advisors first reported a position in PEGI in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 1 fund tracked by Wall St. Rank holds PEGI as of Q1 2020.

Valeo Financial Advisors reported no remaining Pattern Energy Group Inc. Class A position as of Q1 2020 after selling out during the quarter.
Valeo Financial Advisors sold 15 Pattern Energy Group Inc. Class A shares in Q1 2020.
Valeo Financial Advisors first reported a position in Pattern Energy Group Inc. Class A in Q3 2019 and held it in 2 quarters.
Valeo Financial Advisors's Pattern Energy Group Inc. Class A position peaked at $0 in Q4 2019.
1 fund tracked by Wall St. Rank held Pattern Energy Group Inc. Class A as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.