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Center for Financial Planning’s Sempra SRE Stock Holding History

Center for Financial Planning’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-62
Closed -$4K – 560
2020
Q1 		$4K Sell
62
-580
-90% -$41.1K ﹤0.01% 442
2019
Q4 		$49K Buy
+642
New +$47.1K 0.01% 185

Other funds holding SRE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Center for Financial Planning's SRE Position: Q2 2020 in Review

Center for Financial Planning sold out of Sempra (SRE) in Q2 2020, closing a stake of 62 shares — an estimated $4K sold.

Center for Financial Planning first reported a position in SRE in Q4 2019 and held it in 2 quarters. The position peaked at $49K in Q4 2019. 779 funds tracked by Wall St. Rank hold SRE as of Q2 2020.

  • Center for Financial Planning reported no remaining Sempra position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 62 Sempra shares in Q2 2020, an estimated $4K.
  • Center for Financial Planning first reported a position in Sempra in Q4 2019 and held it in 2 quarters.
  • Center for Financial Planning's Sempra position peaked at $49K in Q4 2019.
  • 779 funds tracked by Wall St. Rank held Sempra as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.