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Gupta Wealth Management’s PG&E PCG Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$24K Hold
400
– – 0.01% 611
2015
Q4 		$21K Hold
400
– – 0.01% 647
2015
Q3 		$21K Sell
400
-87
-18% -$4.45K 0.01% 676
2015
Q2 		$24K Hold
487
– – 0.01% 690
2015
Q1 		$26K Buy
+487
New +$26.9K 0.01% 537

Other funds holding PCG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gupta Wealth Management's PCG Position: Q1 2016 in Review

Gupta Wealth Management held its PG&E (PCG) position steady in Q1 2016 at 400 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #611.

Gupta Wealth Management first reported a position in PCG in Q1 2015 and has held it in 5 quarters since. The position peaked at $26K in Q1 2015. 563 funds tracked by Wall St. Rank hold PCG as of Q1 2016.

  • Gupta Wealth Management held 400 shares of PG&E worth $24K as of Q1 2016.
  • Gupta Wealth Management left its PG&E share count unchanged in Q1 2016.
  • PG&E made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #611 holding.
  • Gupta Wealth Management first reported a position in PG&E in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's PG&E position peaked at $26K in Q1 2015.
  • 563 funds tracked by Wall St. Rank held PG&E as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.