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

Evercore 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
Q2 		– Sell
-30,041
Closed -$352K – 435
2021
Q1 		$352K Buy
30,041
+10,000
+50% +$116K 0.01% 340
2020
Q4 		$250K Buy
+20,041
New +$227K 0.01% 390
2018
Q2 		– Sell
-5,546
Closed -$244K – 410
2018
Q1 		$244K Hold
5,546
– – 0.01% 320
2017
Q4 		$249K Sell
5,546
-220
-4% -$12.3K 0.01% 331
2017
Q3 		$393K Hold
5,766
– – 0.02% 279
2017
Q2 		$383K Sell
5,766
-2,267
-28% -$153K 0.01% 287
2017
Q1 		$533K Sell
8,033
-33
-0.4% -$2.1K 0.02% 253
2016
Q4 		$490K Buy
8,066
+653
+9% +$39.1K 0.02% 255
2016
Q3 		$453K Hold
7,413
– – 0.02% 253
2016
Q2 		$474K Buy
7,413
+220
+3% +$13.2K 0.02% 245
2016
Q1 		$430K Hold
7,193
– – 0.02% 259
2015
Q4 		$383K Buy
7,193
+80
+1% +$4.25K 0.02% 283
2015
Q3 		$376K Sell
7,113
-149
-2% -$7.61K 0.02% 291
2015
Q2 		$356K Sell
7,262
-129
-2% -$6.71K 0.02% 324
2015
Q1 		$392K Hold
7,391
– – 0.02% 311
2014
Q4 		$394K Buy
7,391
+799
+12% +$39.6K 0.02% 275
2014
Q3 		$297K Hold
6,592
– – 0.01% 338
2014
Q2 		$317K Hold
6,592
– – 0.02% 335
2014
Q1 		$285K Sell
6,592
-672
-9% -$28.5K 0.02% 330
2013
Q4 		$292K Buy
7,264
+750
+12% +$30.7K 0.02% 331
2013
Q3 		$266K Hold
6,514
– – 0.02% 373
2013
Q2 		$298K Buy
+6,514
New +$301K 0.02% 351

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return

Evercore Wealth Management's PCG Position: Q2 2021 in Review

Evercore Wealth Management sold out of PG&E (PCG) in Q2 2021, closing a stake of 30,041 shares — an estimated $352K sold.

Evercore Wealth Management first reported a position in PCG in Q2 2013 and held it in 22 quarters. The position peaked at $533K in Q1 2017. 422 funds tracked by Wall St. Rank hold PCG as of Q2 2021.

  • Evercore Wealth Management reported no remaining PG&E position as of Q2 2021 after selling out during the quarter.
  • Evercore Wealth Management sold 30,041 PG&E shares in Q2 2021, an estimated $352K.
  • Evercore Wealth Management first reported a position in PG&E in Q2 2013 and held it in 22 quarters.
  • Evercore Wealth Management's PG&E position peaked at $533K in Q1 2017.
  • 422 funds tracked by Wall St. Rank held PG&E as of Q2 2021.

Based on Evercore Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.