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Credential Securities’s Procter & Gamble PG Stock Holding History

Credential Securities’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
Q2 		$1.03M Buy
13,221
+1,276
+11% +$96K 0.23% 66
2018
Q1 		$947K Buy
11,945
+71
+0.6% +$5.92K 0.23% 75
2017
Q4 		$1.09M Sell
11,874
-71
-0.6% -$6.38K 0.26% 68
2017
Q3 		$1.09M Buy
11,945
+801
+7% +$72.9K 0.29% 69
2017
Q2 		$969K Buy
11,144
+797
+8% +$70.3K 0.3% 72
2017
Q1 		$930K Sell
10,347
-8
-0.1% -$709 0.33% 68
2016
Q4 		$872K Buy
10,355
+368
+4% +$31.4K 0.35% 71
2016
Q3 		$894K Buy
9,987
+526
+6% +$45.7K 0.41% 68
2016
Q2 		$801K Sell
9,461
-1,625
-15% -$133K 0.42% 76
2016
Q1 		$912K Buy
11,086
+446
+4% +$35.9K 0.53% 51
2015
Q4 		$845K Buy
10,640
+419
+4% +$32K 0.55% 57
2015
Q3 		$734K Buy
10,221
+759
+8% +$56.9K 0.51% 63
2015
Q2 		$740K Buy
9,462
+1,096
+13% +$88.2K 0.47% 67
2015
Q1 		$686K Buy
8,366
+639
+8% +$54.9K 0.45% 71
2014
Q4 		$704K Buy
7,727
+703
+10% +$61.9K 0.46% 68
2014
Q3 		$593K Buy
7,024
+375
+6% +$30.7K 0.4% 75
2014
Q2 		$522K Buy
6,649
+476
+8% +$38.4K 0.35% 83
2014
Q1 		$498K Buy
+6,173
New +$486K 0.37% 77

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credential Securities's PG Position: Q2 2018 in Review

Credential Securities increased its Procter & Gamble (PG) stake by 11% in Q2 2018, buying an estimated $96K and bringing the position to 13,221 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #66.

Credential Securities first reported a position in PG in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.09M in Q4 2017. 2,212 funds tracked by Wall St. Rank hold PG as of Q2 2018.

  • Credential Securities held 13,221 shares of Procter & Gamble worth $1.03M as of Q2 2018.
  • Credential Securities bought 1,276 Procter & Gamble shares in Q2 2018, an estimated $96K.
  • Procter & Gamble made up 0.23% of Credential Securities's portfolio in Q2 2018, its #66 holding.
  • Credential Securities first reported a position in Procter & Gamble in Q1 2014 and has held it in 18 quarters since.
  • Credential Securities's Procter & Gamble position peaked at $1.09M in Q4 2017.
  • 2,212 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.