FGC
PCG icon

Financial Gravity Companies’s PG&E PCG Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+69
New +$2.47K ﹤0.01% 1175
2018
Q1 		$5K Sell
117
-369
-76% -$15.7K 0.01% 741
2017
Q4 		$21K Buy
+486
New +$27.2K 0.02% 478

Other funds holding PCG

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return

Financial Gravity Companies's PCG Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in PG&E (PCG) in Q4 2018: 69 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1175 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PCG as recently as Q1 2018.

Financial Gravity Companies first reported a position in PCG in Q4 2017 and has held it in 3 quarters since. The position peaked at $21K in Q4 2017. 510 funds tracked by Wall St. Rank hold PCG as of Q4 2018.

  • Financial Gravity Companies held 69 shares of PG&E worth $1K as of Q4 2018.
  • PG&E was a new Financial Gravity Companies position in Q4 2018.
  • PG&E made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1175 holding.
  • Financial Gravity Companies first reported a position in PG&E in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's PG&E position peaked at $21K in Q4 2017.
  • 510 funds tracked by Wall St. Rank held PG&E as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.