AWE
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Avidian Wealth Enterprises’s Performance Food Group PFGC Stock Holding History

Avidian Wealth Enterprises’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-13,263
Closed -$363K – 105
2017
Q2 		$363K Buy
+13,263
New +$351K 0.15% 54

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BlackRock
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Wellington Management Group
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Victory Capital Management
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Jennison Associates
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Avidian Wealth Enterprises's PFGC Position: Q3 2017 in Review

Avidian Wealth Enterprises sold out of Performance Food Group (PFGC) in Q3 2017, closing a stake of 13,263 shares — an estimated $363K sold.

Avidian Wealth Enterprises first reported a position in PFGC in Q2 2017 and held it in 1 quarter. The position peaked at $363K in Q2 2017. 144 funds tracked by Wall St. Rank hold PFGC as of Q3 2017.

  • Avidian Wealth Enterprises reported no remaining Performance Food Group position as of Q3 2017 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 13,263 Performance Food Group shares in Q3 2017, an estimated $363K.
  • Avidian Wealth Enterprises first reported a position in Performance Food Group in Q2 2017 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Performance Food Group position peaked at $363K in Q2 2017.
  • 144 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2017.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2017, filed 14 Nov 2017.