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Whitney & Co’s Pegasystems PEGA Stock Holding History

Whitney & Co’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 		– Sell
-60
Closed -$2K – 346
2018
Q3 		$2K Buy
+60
New +$1.81K ﹤0.01% 467

Other funds holding PEGA

Vanguard Group
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
SI
SQN Investors Menlo Park, California $12.8M AUM
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Whitney & Co's PEGA Position: Q4 2018 in Review

Whitney & Co sold out of Pegasystems (PEGA) in Q4 2018, closing a stake of 60 shares — an estimated $2K sold.

Whitney & Co first reported a position in PEGA in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 152 funds tracked by Wall St. Rank hold PEGA as of Q4 2018.

  • Whitney & Co reported no remaining Pegasystems position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 60 Pegasystems shares in Q4 2018, an estimated $2K.
  • Whitney & Co first reported a position in Pegasystems in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's Pegasystems position peaked at $2K in Q3 2018.
  • 152 funds tracked by Wall St. Rank held Pegasystems as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.