WAM
PGND

Wealthspire Advisors (Maryland)’s PRESS GANEY HOLDINGS INC COM STK (DE) PGND Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PGND Stock Details PGND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-440
Closed -$18K – 1930
2016
Q3 		$18K Hold
440
– – ﹤0.01% 1101
2016
Q2 		$17K Buy
+440
New +$14.7K ﹤0.01% 1059

Wealthspire Advisors (Maryland)'s PGND Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of PRESS GANEY HOLDINGS INC COM STK (DE) (PGND) in Q4 2016, closing a stake of 440 shares — an estimated $18K sold.

Wealthspire Advisors (Maryland) first reported a position in PGND in Q2 2016 and held it in 2 quarters. The position peaked at $18K in Q3 2016. 0 funds tracked by Wall St. Rank hold PGND as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining PRESS GANEY HOLDINGS INC COM STK (DE) position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 440 PRESS GANEY HOLDINGS INC COM STK (DE) shares in Q4 2016, an estimated $18K.
  • Wealthspire Advisors (Maryland) first reported a position in PRESS GANEY HOLDINGS INC COM STK (DE) in Q2 2016 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s PRESS GANEY HOLDINGS INC COM STK (DE) position peaked at $18K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held PRESS GANEY HOLDINGS INC COM STK (DE) as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.