Goodman Financial’s Procter & Gamble PG Stock Holding History

Goodman Financial’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
2018 Q1	–	Sell	-271	Closed	-$25K	–	111
2017 Q4	$25K	Buy	+271	New	+$24.4K	0.01%	108

Other funds holding PG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Goodman Financial's PG Position: Q1 2018 in Review

Goodman Financial sold out of Procter & Gamble (PG) in Q1 2018, closing a stake of 271 shares — an estimated $25K sold.

Goodman Financial first reported a position in PG in Q4 2017 and held it in 1 quarter. The position peaked at $25K in Q4 2017. 2,230 funds tracked by Wall St. Rank hold PG as of Q1 2018.

Goodman Financial reported no remaining Procter & Gamble position as of Q1 2018 after selling out during the quarter.
Goodman Financial sold 271 Procter & Gamble shares in Q1 2018, an estimated $25K.
Goodman Financial first reported a position in Procter & Gamble in Q4 2017 and held it in 1 quarter.
Goodman Financial's Procter & Gamble position peaked at $25K in Q4 2017.
2,230 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2018.

Based on Goodman Financial's 13F filing for Q1 2018, filed 7 May 2018.