EWM
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Elite Wealth Management’s PG&E PCG Stock Holding History

Elite Wealth Management’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
2021
Q1 		– Sell
-507
Closed -$70K – 59
2020
Q4 		$70K Sell
507
-10,122
-95% -$115K 0.01% 53
2020
Q3 		$100K Buy
+10,629
New +$98.5K 0.01% 43
2016
Q3 		$4K Buy
+69
New +$4.38K 0.01% 166

Other funds holding PCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Elite Wealth Management's PCG Position: Q1 2021 in Review

Elite Wealth Management sold out of PG&E (PCG) in Q1 2021, closing a stake of 507 shares — an estimated $70K sold.

Elite Wealth Management first reported a position in PCG in Q3 2016 and held it in 3 quarters. The position peaked at $100K in Q3 2020. 439 funds tracked by Wall St. Rank hold PCG as of Q1 2021.

  • Elite Wealth Management reported no remaining PG&E position as of Q1 2021 after selling out during the quarter.
  • Elite Wealth Management sold 507 PG&E shares in Q1 2021, an estimated $70K.
  • Elite Wealth Management first reported a position in PG&E in Q3 2016 and held it in 3 quarters.
  • Elite Wealth Management's PG&E position peaked at $100K in Q3 2020.
  • 439 funds tracked by Wall St. Rank held PG&E as of Q1 2021.

Based on Elite Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.