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IPG Investment Advisors’s PG&E PCG Stock Holding History

IPG Investment Advisors’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
2018
Q4 		– Sell
-4,450
Closed -$205K – 172
2018
Q3 		$205K Buy
+4,450
New +$198K 0.07% 155
2018
Q1 		– Sell
-5,140
Closed -$230K – 166
2017
Q4 		$230K Buy
+5,140
New +$288K 0.1% 120

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return

IPG Investment Advisors's PCG Position: Q4 2018 in Review

IPG Investment Advisors sold out of PG&E (PCG) in Q4 2018, closing a stake of 4,450 shares — an estimated $205K sold.

IPG Investment Advisors first reported a position in PCG in Q4 2017 and held it in 2 quarters. The position peaked at $230K in Q4 2017. 509 funds tracked by Wall St. Rank hold PCG as of Q4 2018.

  • IPG Investment Advisors reported no remaining PG&E position as of Q4 2018 after selling out during the quarter.
  • IPG Investment Advisors sold 4,450 PG&E shares in Q4 2018, an estimated $205K.
  • IPG Investment Advisors first reported a position in PG&E in Q4 2017 and held it in 2 quarters.
  • IPG Investment Advisors's PG&E position peaked at $230K in Q4 2017.
  • 509 funds tracked by Wall St. Rank held PG&E as of Q4 2018.

Based on IPG Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.