Clarfeld Financial Advisors’s Procter & Gamble PG Stock Holding History

Clarfeld Financial Advisors’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	$57K	Buy	+621	New	+$55.5K	0.05%	93

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clarfeld Financial Advisors's PG Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Procter & Gamble (PG) in Q4 2018: 621 shares worth $57K. The stake represents 0.05% of the portfolio and ranks #93 among its holdings.

2,423 funds tracked by Wall St. Rank hold PG as of Q4 2018.

Clarfeld Financial Advisors held 621 shares of Procter & Gamble worth $57K as of Q4 2018.
Procter & Gamble was a new Clarfeld Financial Advisors position in Q4 2018.
Procter & Gamble made up 0.05% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #93 holding.
2,423 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.