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Gary Goldberg Planning Services’s PG&E PCG Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$16K Hold
300
– – 0.01% 312
2014
Q3 		$14K Hold
300
– – 0.01% 343
2014
Q2 		$14K Sell
300
-2
-0.7% -$91 0.01% 321
2014
Q1 		$13K Buy
302
+2
+0.7% +$85 0.01% 311
2013
Q4 		$12K Sell
300
-150
-33% -$6.15K 0.01% 279
2013
Q3 		$18K Hold
450
– – 0.01% 257
2013
Q2 		$21K Buy
+450
New +$20.8K 0.01% 239

Other funds holding PCG

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gary Goldberg Planning Services's PCG Position: Q4 2014 in Review

Gary Goldberg Planning Services held its PG&E (PCG) position steady in Q4 2014 at 300 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #312.

Gary Goldberg Planning Services first reported a position in PCG in Q2 2013 and has held it in 7 quarters since. The position peaked at $21K in Q2 2013. 510 funds tracked by Wall St. Rank hold PCG as of Q4 2014.

  • Gary Goldberg Planning Services held 300 shares of PG&E worth $16K as of Q4 2014.
  • Gary Goldberg Planning Services left its PG&E share count unchanged in Q4 2014.
  • PG&E made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #312 holding.
  • Gary Goldberg Planning Services first reported a position in PG&E in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's PG&E position peaked at $21K in Q2 2013.
  • 510 funds tracked by Wall St. Rank held PG&E as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.