AWM
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Avitas Wealth Management’s PG&E PCG Stock Holding History

Avitas Wealth Management’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-38,470
Closed -$385K – 175
2019
Q3 		$385K Buy
38,470
+17,274
+81% +$261K 0.11% 151
2019
Q2 		$486K Sell
21,196
-536
-2% -$10.8K 0.14% 146
2019
Q1 		$387K Buy
+21,732
New +$351K 0.11% 149

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Avitas Wealth Management's PCG Position: Q4 2019 in Review

Avitas Wealth Management sold out of PG&E (PCG) in Q4 2019, closing a stake of 38,470 shares — an estimated $385K sold.

Avitas Wealth Management first reported a position in PCG in Q1 2019 and held it in 3 quarters. The position peaked at $486K in Q2 2019. 303 funds tracked by Wall St. Rank hold PCG as of Q4 2019.

  • Avitas Wealth Management reported no remaining PG&E position as of Q4 2019 after selling out during the quarter.
  • Avitas Wealth Management sold 38,470 PG&E shares in Q4 2019, an estimated $385K.
  • Avitas Wealth Management first reported a position in PG&E in Q1 2019 and held it in 3 quarters.
  • Avitas Wealth Management's PG&E position peaked at $486K in Q2 2019.
  • 303 funds tracked by Wall St. Rank held PG&E as of Q4 2019.

Based on Avitas Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.