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WFG Advisors’s Progressive PGR Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-948
Closed -$26K – 1990
2014
Q4 		$26K Hold
948
– – 0.01% 1133
2014
Q3 		$24K Hold
948
– – ﹤0.01% 1211
2014
Q2 		$24K Hold
948
– – ﹤0.01% 1200
2014
Q1 		$23K Hold
948
– – ﹤0.01% 1203
2013
Q4 		$26K Hold
948
– – ﹤0.01% 1243
2013
Q3 		$26K Hold
948
– – ﹤0.01% 1166
2013
Q2 		$24K Buy
+948
New +$24K ﹤0.01% 1144

Other funds holding PGR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WFG Advisors's PGR Position: Q1 2015 in Review

WFG Advisors sold out of Progressive (PGR) in Q1 2015, closing a stake of 948 shares — an estimated $26K sold.

WFG Advisors first reported a position in PGR in Q2 2013 and held it in 7 quarters. The position peaked at $26K in Q4 2014. 439 funds tracked by Wall St. Rank hold PGR as of Q1 2015.

  • WFG Advisors reported no remaining Progressive position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 948 Progressive shares in Q1 2015, an estimated $26K.
  • WFG Advisors first reported a position in Progressive in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Progressive position peaked at $26K in Q4 2014.
  • 439 funds tracked by Wall St. Rank held Progressive as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.