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Bellwether Investment Group’s Procter & Gamble PG Stock Holding History

Bellwether Investment Group’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,418
Closed -$127K – 460
2017
Q1 		$127K Sell
1,418
-7,825
-85% -$694K 0.33% 77
2016
Q4 		$777K Buy
+9,243
New +$788K 0.7% 22
2016
Q2 		$615K Buy
+7,268
New +$597K 0.67% 29

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bellwether Investment Group's PG Position: Q2 2017 in Review

Bellwether Investment Group sold out of Procter & Gamble (PG) in Q2 2017, closing a stake of 1,418 shares — an estimated $127K sold.

Bellwether Investment Group first reported a position in PG in Q2 2016 and held it in 3 quarters. The position peaked at $777K in Q4 2016. 2,075 funds tracked by Wall St. Rank hold PG as of Q2 2017.

  • Bellwether Investment Group reported no remaining Procter & Gamble position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,418 Procter & Gamble shares in Q2 2017, an estimated $127K.
  • Bellwether Investment Group first reported a position in Procter & Gamble in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Procter & Gamble position peaked at $777K in Q4 2016.
  • 2,075 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.