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Wealthspire Advisors (Maryland)’s Pegasystems PEGA Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q3 		– Sell
-140
Closed -$4K – 2407
2017
Q2 		$4K Buy
+140
New +$3.69K ﹤0.01% 1837

Other funds holding PEGA

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PEGA Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Pegasystems (PEGA) in Q3 2017, closing a stake of 140 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in PEGA in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 182 funds tracked by Wall St. Rank hold PEGA as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Pegasystems position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 140 Pegasystems shares in Q3 2017, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Pegasystems in Q2 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Pegasystems position peaked at $4K in Q2 2017.
  • 182 funds tracked by Wall St. Rank held Pegasystems as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.