First Western Capital Management’s Procter & Gamble PG Stock Holding History

First Western Capital 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
2016 Q1	–	Sell	-3,536	Closed	-$281K	–	108
2015 Q4	$281K	Buy	3,536 +92	+3%	+$7.03K	0.09%	101
2015 Q3	$248K	Buy	+3,444	New	+$258K	0.08%	106
2015 Q2	–	Sell	-5,673	Closed	-$465K	–	121
2015 Q1	$465K	Sell	5,673 -816	-13%	-$70.2K	0.14%	105
2014 Q4	$591K	Buy	6,489 +415	+7%	+$36.5K	0.17%	108
2014 Q3	$509K	Buy	+6,074	New	+$498K	0.15%	118

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Western Capital Management's PG Position: Q1 2016 in Review

First Western Capital Management sold out of Procter & Gamble (PG) in Q1 2016, closing a stake of 3,536 shares — an estimated $281K sold.

First Western Capital Management first reported a position in PG in Q3 2014 and held it in 5 quarters. The position peaked at $591K in Q4 2014. 2,003 funds tracked by Wall St. Rank hold PG as of Q1 2016.

First Western Capital Management reported no remaining Procter & Gamble position as of Q1 2016 after selling out during the quarter.
First Western Capital Management sold 3,536 Procter & Gamble shares in Q1 2016, an estimated $281K.
First Western Capital Management first reported a position in Procter & Gamble in Q3 2014 and held it in 5 quarters.
First Western Capital Management's Procter & Gamble position peaked at $591K in Q4 2014.
2,003 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2016.

Based on First Western Capital Management's 13F filing for Q1 2016, filed 20 Apr 2016.