DBIA
PCG icon

Dumont & Blake Investment Advisors’s PG&E PCG Stock Holding History

Dumont & Blake Investment Advisors’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
2019
Q1 		– Sell
-5,105
Closed -$121K – 187
2018
Q4 		$121K Sell
5,105
-9,482
-65% -$339K 0.06% 162
2018
Q3 		$671K Buy
14,587
+960
+7% +$42.8K 0.26% 119
2018
Q2 		$580K Hold
13,627
– – 0.24% 120
2018
Q1 		$599K Buy
13,627
+175
+1% +$7.42K 0.26% 114
2017
Q4 		$603K Buy
+13,452
New +$753K 0.24% 122

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dumont & Blake Investment Advisors's PCG Position: Q1 2019 in Review

Dumont & Blake Investment Advisors sold out of PG&E (PCG) in Q1 2019, closing a stake of 5,105 shares — an estimated $121K sold.

Dumont & Blake Investment Advisors first reported a position in PCG in Q4 2017 and held it in 5 quarters. The position peaked at $671K in Q3 2018. 344 funds tracked by Wall St. Rank hold PCG as of Q1 2019.

  • Dumont & Blake Investment Advisors reported no remaining PG&E position as of Q1 2019 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 5,105 PG&E shares in Q1 2019, an estimated $121K.
  • Dumont & Blake Investment Advisors first reported a position in PG&E in Q4 2017 and held it in 5 quarters.
  • Dumont & Blake Investment Advisors's PG&E position peaked at $671K in Q3 2018.
  • 344 funds tracked by Wall St. Rank held PG&E as of Q1 2019.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.