ZIM
PEGI

Zacks Investment Management’s Pattern Energy Group Inc. Class A PEGI Stock Holding History

Zacks Investment Management’s Portfolio PEGI Stock Details PEGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-53,682
Closed -$1.29M – 680
2017
Q3 		$1.29M Buy
53,682
+5,795
+12% +$144K 0.03% 320
2017
Q2 		$1.14M Buy
+47,887
New +$1.07M 0.03% 335

Other funds holding PEGI

Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Zacks Investment Management's PEGI Position: Q4 2017 in Review

Zacks Investment Management sold out of Pattern Energy Group Inc. Class A (PEGI) in Q4 2017, closing a stake of 53,682 shares — an estimated $1.29M sold.

Zacks Investment Management first reported a position in PEGI in Q2 2017 and held it in 2 quarters. The position peaked at $1.29M in Q3 2017. 199 funds tracked by Wall St. Rank hold PEGI as of Q4 2017.

  • Zacks Investment Management reported no remaining Pattern Energy Group Inc. Class A position as of Q4 2017 after selling out during the quarter.
  • Zacks Investment Management sold 53,682 Pattern Energy Group Inc. Class A shares in Q4 2017, an estimated $1.29M.
  • Zacks Investment Management first reported a position in Pattern Energy Group Inc. Class A in Q2 2017 and held it in 2 quarters.
  • Zacks Investment Management's Pattern Energy Group Inc. Class A position peaked at $1.29M in Q3 2017.
  • 199 funds tracked by Wall St. Rank held Pattern Energy Group Inc. Class A as of Q4 2017.

Based on Zacks Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.