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EisnerAmper Wealth Management Corporate Benefits’s Procter & Gamble PG Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2015
Q2 		– Sell
-9,084
Closed -$744K – 99
2015
Q1 		$744K Buy
9,084
+612
+7% +$52.6K 0.56% 29
2014
Q4 		$771K Buy
+8,472
New +$745K 0.61% 27

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's PG Position: Q2 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Procter & Gamble (PG) in Q2 2015, closing a stake of 9,084 shares — an estimated $744K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in PG in Q4 2014 and held it in 2 quarters. The position peaked at $771K in Q4 2014. 1,894 funds tracked by Wall St. Rank hold PG as of Q2 2015.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining Procter & Gamble position as of Q2 2015 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 9,084 Procter & Gamble shares in Q2 2015, an estimated $744K.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in Procter & Gamble in Q4 2014 and held it in 2 quarters.
  • EisnerAmper Wealth Management Corporate Benefits's Procter & Gamble position peaked at $771K in Q4 2014.
  • 1,894 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q2 2015, filed 16 Jul 2015.