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
-9,700
Closed -$230K – 186
2018
Q4 		$230K Hold
9,700
– – 0.11% 152
2018
Q3 		$446K Hold
9,700
– – 0.17% 135
2018
Q2 		$413K Buy
9,700
+5,700
+143% +$247K 0.17% 135
2018
Q1 		$176K Buy
4,000
+1,200
+43% +$50.9K 0.08% 163
2017
Q4 		$125K Buy
+2,800
New +$157K 0.05% 174

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 $4.64B AUM 1.52% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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.