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West Oak Capital’s Progressive PGR Stock Holding History

West Oak Capital’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-125
Closed -$9K – 323
2019
Q1 		$9K Hold
125
– – 0.01% 245
2018
Q4 		$7.54K Hold
125
– – 0.01% 258
2018
Q3 		$8.88K Buy
+125
New +$8.04K 0.01% 270
2017
Q2 		– Sell
-563
Closed -$22.1K – 368
2017
Q1 		$22.1K Buy
+563
New +$21.5K 0.01% 234

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

West Oak Capital's PGR Position: Q2 2019 in Review

West Oak Capital sold out of Progressive (PGR) in Q2 2019, closing a stake of 125 shares — an estimated $9K sold.

West Oak Capital first reported a position in PGR in Q1 2017 and held it in 4 quarters. The position peaked at $22.1K in Q1 2017. 910 funds tracked by Wall St. Rank hold PGR as of Q2 2019.

  • West Oak Capital reported no remaining Progressive position as of Q2 2019 after selling out during the quarter.
  • West Oak Capital sold 125 Progressive shares in Q2 2019, an estimated $9K.
  • West Oak Capital first reported a position in Progressive in Q1 2017 and held it in 4 quarters.
  • West Oak Capital's Progressive position peaked at $22.1K in Q1 2017.
  • 910 funds tracked by Wall St. Rank held Progressive as of Q2 2019.

Based on West Oak Capital's 13F filing for Q2 2019, filed 12 Jul 2019.