YorkBridge Wealth Partners’s Progress Software PRGS Stock Holding History

YorkBridge Wealth Partners’s Portfolio PRGS Stock Details PRGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-453	Closed	-$17K	–	865
2018 Q1	$17K	Buy	+453	New	+$20.8K	0.01%	564

Other funds holding PRGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

YorkBridge Wealth Partners's PRGS Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Progress Software (PRGS) in Q2 2018, closing a stake of 453 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in PRGS in Q1 2018 and held it in 1 quarter. The position peaked at $17K in Q1 2018. 238 funds tracked by Wall St. Rank hold PRGS as of Q2 2018.

YorkBridge Wealth Partners reported no remaining Progress Software position as of Q2 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 453 Progress Software shares in Q2 2018, an estimated $17K.
YorkBridge Wealth Partners first reported a position in Progress Software in Q1 2018 and held it in 1 quarter.
YorkBridge Wealth Partners's Progress Software position peaked at $17K in Q1 2018.
238 funds tracked by Wall St. Rank held Progress Software as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.