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Chessman Wealth Strategies RIA’s Procter & Gamble PG Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-745
Closed -$62K – 130
2018
Q3 		$62K Buy
+745
New +$60.9K 0.05% 51

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Chessman Wealth Strategies RIA's PG Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Procter & Gamble (PG) in Q4 2018, closing a stake of 745 shares — an estimated $62K sold.

Chessman Wealth Strategies RIA first reported a position in PG in Q3 2018 and held it in 1 quarter. The position peaked at $62K in Q3 2018. 2,421 funds tracked by Wall St. Rank hold PG as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Procter & Gamble position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 745 Procter & Gamble shares in Q4 2018, an estimated $62K.
  • Chessman Wealth Strategies RIA first reported a position in Procter & Gamble in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Procter & Gamble position peaked at $62K in Q3 2018.
  • 2,421 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.