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CLA (CliftonLarsonAllen) Wealth Advisors’s PPG Industries PPG Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio PPG Stock Details PPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-10,000
Closed -$1.02M – 132
2018
Q4 		$1.02M Sell
10,000
-42
-0.4% -$4.35K 0.1% 101
2018
Q3 		$1.1M Sell
10,042
-200
-2% -$21.8K 0.1% 86
2018
Q2 		$1.06M Buy
10,242
+42
+0.4% +$4.45K 0.1% 85
2018
Q1 		$1.14M Hold
10,200
– – 0.11% 85
2017
Q4 		$1.19M Sell
10,200
-10
-0.1% -$1.15K 0.12% 79
2017
Q3 		$1.11M Hold
10,210
– – 0.12% 90
2017
Q2 		$1.12M Sell
10,210
-6,281
-38% -$680K 0.13% 91
2017
Q1 		$1.73M Buy
16,491
+1,443
+10% +$146K 0.19% 66
2016
Q4 		$1.43M Buy
15,048
+731
+5% +$69.8K 0.16% 71
2016
Q3 		$1.48M Buy
+14,317
New +$1.5M 0.18% 68

Other funds holding PPG

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's PPG Position: Q1 2019 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of PPG Industries (PPG) in Q1 2019, closing a stake of 10,000 shares — an estimated $1.02M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PPG in Q3 2016 and held it in 10 quarters. The position peaked at $1.73M in Q1 2017. 850 funds tracked by Wall St. Rank hold PPG as of Q1 2019.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining PPG Industries position as of Q1 2019 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,000 PPG Industries shares in Q1 2019, an estimated $1.02M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PPG Industries in Q3 2016 and held it in 10 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's PPG Industries position peaked at $1.73M in Q1 2017.
  • 850 funds tracked by Wall St. Rank held PPG Industries as of Q1 2019.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2019, filed 9 Apr 2019.