IWP
PCG icon

Icon Wealth Partners’s PG&E PCG Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-5
Closed – – 596
2019
Q1 		$0 Buy
+5
New +$81 ﹤0.01% 900
2018
Q3 		– Sell
-324
Closed -$14K – 597
2018
Q2 		$14K Buy
+324
New +$14K 0.01% 650
2018
Q1 		– Sell
-1,006
Closed -$45K – 597
2017
Q4 		$45K Buy
+1,006
New +$56.3K 0.02% 444

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Icon Wealth Partners's PCG Position: Q2 2019 in Review

Icon Wealth Partners sold out of PG&E (PCG) in Q2 2019, closing a stake of 5 shares.

Icon Wealth Partners first reported a position in PCG in Q4 2017 and held it in 3 quarters. The position peaked at $45K in Q4 2017. 339 funds tracked by Wall St. Rank hold PCG as of Q2 2019.

  • Icon Wealth Partners reported no remaining PG&E position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 5 PG&E shares in Q2 2019.
  • Icon Wealth Partners first reported a position in PG&E in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's PG&E position peaked at $45K in Q4 2017.
  • 339 funds tracked by Wall St. Rank held PG&E as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.