CIM
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Cetera Investment Management’s Procter & Gamble PG Stock Holding History

Cetera Investment Management’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
Q3 		– Sell
-13,969
Closed -$1.22M – 59
2017
Q2 		$1.22M Sell
13,969
-1,110
-7% -$97.8K 1.54% 18
2017
Q1 		$1.35M Sell
15,079
-4,355
-22% -$386K 1.55% 17
2016
Q4 		$1.63M Sell
19,434
-1,944
-9% -$166K 1.22% 19
2016
Q3 		$1.92M Sell
21,378
-1,731
-7% -$150K 1.23% 22
2016
Q2 		$1.96M Sell
23,109
-1,533
-6% -$126K 1.15% 23
2016
Q1 		$2.02M Sell
24,642
-810
-3% -$65.3K 1.05% 23
2015
Q4 		$2.02M Buy
+25,452
New +$1.95M 0.82% 31

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Investment Management's PG Position: Q3 2017 in Review

Cetera Investment Management sold out of Procter & Gamble (PG) in Q3 2017, closing a stake of 13,969 shares — an estimated $1.22M sold.

Cetera Investment Management first reported a position in PG in Q4 2015 and held it in 7 quarters. The position peaked at $2.02M in Q1 2016. 2,077 funds tracked by Wall St. Rank hold PG as of Q3 2017.

  • Cetera Investment Management reported no remaining Procter & Gamble position as of Q3 2017 after selling out during the quarter.
  • Cetera Investment Management sold 13,969 Procter & Gamble shares in Q3 2017, an estimated $1.22M.
  • Cetera Investment Management first reported a position in Procter & Gamble in Q4 2015 and held it in 7 quarters.
  • Cetera Investment Management's Procter & Gamble position peaked at $2.02M in Q1 2016.
  • 2,077 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.