EWM
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Elite Wealth Management’s Procter & Gamble PG Stock Holding History

Elite Wealth Management’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
2014
Q1 		– Sell
-225
Closed -$3K – 587
2013
Q4 		$3K Buy
+225
New +$18.3K ﹤0.01% 583
2013
Q3 		– Sell
-674
Closed -$3K – 456
2013
Q2 		$3K Buy
+674
New +$52.9K ﹤0.01% 270

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elite Wealth Management's PG Position: Q4 2015 in Review

Elite Wealth Management sold out of Procter & Gamble (PG) in Q4 2015, closing a stake of 11,358 shares — an estimated $817K sold.

Elite Wealth Management first reported a position in PG in Q2 2013 and held it in 10 quarters. The position peaked at $1.47M in Q4 2013. 1,955 funds tracked by Wall St. Rank hold PG as of Q4 2015.

  • Elite Wealth Management reported no remaining Procter & Gamble position as of Q4 2015 after selling out during the quarter.
  • Elite Wealth Management sold 11,358 Procter & Gamble shares in Q4 2015, an estimated $817K.
  • Elite Wealth Management first reported a position in Procter & Gamble in Q2 2013 and held it in 10 quarters.
  • Elite Wealth Management's Procter & Gamble position peaked at $1.47M in Q4 2013.
  • 1,955 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2015.

Based on Elite Wealth Management's 13F filing for Q4 2015, filed 13 Oct 2016.