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Insight Capital Research & Management’s Procter & Gamble PG Stock Holding History

Insight Capital Research & Management’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
2013
Q4 		– Sell
-19,986
Closed -$1.61M – 163
2013
Q3 		$1.61M Buy
19,986
+778
+4% +$61.9K 0.39% 79
2013
Q2 		$1.48M Buy
+19,208
New +$1.51M 0.38% 87

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Insight Capital Research & Management's PG Position: Q4 2013 in Review

Insight Capital Research & Management sold out of Procter & Gamble (PG) in Q4 2013, closing a stake of 19,986 shares — an estimated $1.61M sold.

Insight Capital Research & Management first reported a position in PG in Q2 2013 and held it in 2 quarters. The position peaked at $1.61M in Q3 2013. 1,796 funds tracked by Wall St. Rank hold PG as of Q4 2013.

  • Insight Capital Research & Management reported no remaining Procter & Gamble position as of Q4 2013 after selling out during the quarter.
  • Insight Capital Research & Management sold 19,986 Procter & Gamble shares in Q4 2013, an estimated $1.61M.
  • Insight Capital Research & Management first reported a position in Procter & Gamble in Q2 2013 and held it in 2 quarters.
  • Insight Capital Research & Management's Procter & Gamble position peaked at $1.61M in Q3 2013.
  • 1,796 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2013.

Based on Insight Capital Research & Management's 13F filing for Q4 2013, filed 12 Feb 2014.