WealthTrust-Arizona’s Pegasystems PEGA Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$19K	Hold	802	–	–	0.01%	281
2018 Q3	$25K	Sell	802 -6	-0.7%	-$181	0.01%	240
2018 Q2	$22K	Sell	808 -84	-9%	-$2.58K	0.01%	252
2018 Q1	$27K	Hold	892	–	–	0.01%	235
2017 Q4	$21K	Hold	892	–	–	0.01%	280
2017 Q3	$26K	Hold	892	–	–	0.01%	233
2017 Q2	$26K	Buy	892 +64	+8%	+$1.69K	0.01%	225
2017 Q1	$18K	Hold	828	–	–	0.01%	272
2016 Q4	$15K	Hold	828	–	–	0.01%	309
2016 Q3	$12K	Hold	828	–	–	0.01%	338
2016 Q2	$11K	Hold	828	–	–	0.01%	336
2016 Q1	$11K	Hold	828	–	–	0.01%	335
2015 Q4	$11K	Buy	828 +4	+0.5%	+$55	0.01%	366
2015 Q3	$10K	Buy	824 +10	+1%	+$124	0.01%	374
2015 Q2	$9K	Sell	814 -24	-3%	-$265	0.01%	417
2015 Q1	$9K	Sell	838 -20	-2%	-$207	0.01%	427
2014 Q4	$9K	Buy	858 +28	+3%	+$287	0.01%	411
2014 Q3	$8K	Hold	830	–	–	0.01%	441
2014 Q2	$9K	Sell	830 -178	-18%	-$1.7K	0.01%	423
2014 Q1	$9K	Sell	1,008 -156	-13%	-$1.68K	0.01%	445
2013 Q4	$14K	Buy	1,164 +612	+111%	+$6.71K	0.02%	342
2013 Q3	$5K	Hold	552	–	–	0.01%	465
2013 Q2	$5K	Buy	+552	New	+$4.07K	0.01%	445

Other funds holding PEGA

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

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

WealthTrust-Arizona's PEGA Position: Q4 2018 in Review

WealthTrust-Arizona held its Pegasystems (PEGA) position steady in Q4 2018 at 802 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #281.

WealthTrust-Arizona first reported a position in PEGA in Q2 2013 and has held it in 23 quarters since. The position peaked at $27K in Q1 2018. 152 funds tracked by Wall St. Rank hold PEGA as of Q4 2018.

WealthTrust-Arizona held 802 shares of Pegasystems worth $19K as of Q4 2018.
WealthTrust-Arizona left its Pegasystems share count unchanged in Q4 2018.
Pegasystems made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #281 holding.
WealthTrust-Arizona first reported a position in Pegasystems in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Pegasystems position peaked at $27K in Q1 2018.
152 funds tracked by Wall St. Rank held Pegasystems as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.