BDO Wealth Advisors’s PG&E PCG Stock Holding History

BDO Wealth Advisors’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
2017 Q4	–	Sell	-170	Closed	-$12K	–	490
2017 Q3	$12K	Hold	170	–	–	0.01%	298
2017 Q2	$11K	Buy	+170	New	+$11.4K	﹤0.01%	364

Other funds holding PCG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BDO Wealth Advisors's PCG Position: Q4 2017 in Review

BDO Wealth Advisors sold out of PG&E (PCG) in Q4 2017, closing a stake of 170 shares — an estimated $12K sold.

BDO Wealth Advisors first reported a position in PCG in Q2 2017 and held it in 2 quarters. The position peaked at $12K in Q3 2017. 627 funds tracked by Wall St. Rank hold PCG as of Q4 2017.

BDO Wealth Advisors reported no remaining PG&E position as of Q4 2017 after selling out during the quarter.
BDO Wealth Advisors sold 170 PG&E shares in Q4 2017, an estimated $12K.
BDO Wealth Advisors first reported a position in PG&E in Q2 2017 and held it in 2 quarters.
BDO Wealth Advisors's PG&E position peaked at $12K in Q3 2017.
627 funds tracked by Wall St. Rank held PG&E as of Q4 2017.

Based on BDO Wealth Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.