Guardian Investor Services’s Procter & Gamble PG Stock Holding History

Guardian Investor Services’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
2015 Q1	$1.53M	Sell	18,650 -37	-0.2%	-$3.18K	1.21%	10
2014 Q4	$1.7M	Sell	18,687 -519	-3%	-$45.7K	1.35%	9
2014 Q3	$1.61M	Sell	19,206 -962	-5%	-$78.8K	1.29%	9
2014 Q2	$1.58M	Sell	20,168 -793	-4%	-$63.9K	1.22%	11
2014 Q1	$1.69M	Sell	20,961 -997	-5%	-$78.6K	1.31%	11
2013 Q4	$1.79M	Hold	21,958	–	–	1.36%	8
2013 Q3	$1.66M	Sell	21,958 -232	-1%	-$18.5K	1.38%	8
2013 Q2	$1.71M	Buy	+22,190	New	+$1.74M	1.47%	8

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

BFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guardian Investor Services's PG Position: Q1 2015 in Review

Guardian Investor Services reduced its Procter & Gamble (PG) stake by 0.2% in Q1 2015, selling an estimated $3.18K and leaving 18,650 shares worth $1.53M. The position accounts for 1.21% of the portfolio, ranked #10.

Guardian Investor Services first reported a position in PG in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.79M in Q4 2013. 1,901 funds tracked by Wall St. Rank hold PG as of Q1 2015.

Guardian Investor Services held 18,650 shares of Procter & Gamble worth $1.53M as of Q1 2015.
Guardian Investor Services sold 37 Procter & Gamble shares in Q1 2015, an estimated $3.18K.
Procter & Gamble made up 1.21% of Guardian Investor Services's portfolio in Q1 2015, its #10 holding.
Guardian Investor Services first reported a position in Procter & Gamble in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Procter & Gamble position peaked at $1.79M in Q4 2013.
1,901 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.