Coyle Financial Counsel’s Procter & Gamble PG Stock Holding History

Coyle Financial Counsel’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 Q3	–	Sell	-694	Closed	-$54K	–	230
2018 Q2	$54K	Buy	694 +411	+145%	+$30.9K	0.05%	64
2018 Q1	$22K	Buy	+283	New	+$23.6K	0.02%	66
2016 Q3	–	Sell	-12,023	Closed	-$1.02M	–	47
2016 Q2	$1.02M	Buy	+12,023	New	+$987K	1.47%	22
2016 Q1	–	Sell	-10,545	Closed	-$837K	–	40
2015 Q4	$837K	Buy	+10,545	New	+$806K	0.82%	28

Other funds holding PG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Coyle Financial Counsel's PG Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Procter & Gamble (PG) in Q3 2018, closing a stake of 694 shares — an estimated $54K sold.

Coyle Financial Counsel first reported a position in PG in Q4 2015 and held it in 4 quarters. The position peaked at $1.02M in Q2 2016. 2,234 funds tracked by Wall St. Rank hold PG as of Q3 2018.

Coyle Financial Counsel reported no remaining Procter & Gamble position as of Q3 2018 after selling out during the quarter.
Coyle Financial Counsel sold 694 Procter & Gamble shares in Q3 2018, an estimated $54K.
Coyle Financial Counsel first reported a position in Procter & Gamble in Q4 2015 and held it in 4 quarters.
Coyle Financial Counsel's Procter & Gamble position peaked at $1.02M in Q2 2016.
2,234 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.