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CSat Investment Advisory’s PG&E PCG Stock Holding History

CSat Investment Advisory’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,019
Closed -$19K – 833
2020
Q3 		$19K Buy
2,019
+176
+10% +$1.63K ﹤0.01% 881
2020
Q2 		$16K Buy
1,843
+1,140
+162% +$12.4K ﹤0.01% 906
2020
Q1 		$6K Buy
703
+125
+22% +$1.66K ﹤0.01% 1010
2019
Q4 		$6K Buy
578
+76
+15% +$651 ﹤0.01% 1058
2019
Q3 		$5K Buy
502
+48
+11% +$726 ﹤0.01% 1044
2019
Q2 		$10K Buy
+454
New +$9.12K ﹤0.01% 883
2019
Q1 		– Sell
-692
Closed -$16K – 553
2018
Q4 		$16K Buy
692
+501
+262% +$17.9K 0.01% 336
2018
Q3 		$9K Sell
191
-4
-2% -$178 0.01% 386
2018
Q2 		$8K Buy
+195
New +$8.45K ﹤0.01% 395

Other funds holding PCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CSat Investment Advisory's PCG Position: Q4 2020 in Review

CSat Investment Advisory sold out of PG&E (PCG) in Q4 2020, closing a stake of 2,019 shares — an estimated $19K sold.

CSat Investment Advisory first reported a position in PCG in Q2 2018 and held it in 9 quarters. The position peaked at $19K in Q3 2020. 438 funds tracked by Wall St. Rank hold PCG as of Q4 2020.

  • CSat Investment Advisory reported no remaining PG&E position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 2,019 PG&E shares in Q4 2020, an estimated $19K.
  • CSat Investment Advisory first reported a position in PG&E in Q2 2018 and held it in 9 quarters.
  • CSat Investment Advisory's PG&E position peaked at $19K in Q3 2020.
  • 438 funds tracked by Wall St. Rank held PG&E as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.