JFA
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JNBA Financial Advisors’s PG&E PCG Stock Holding History

JNBA Financial 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
2019
Q1 		– Sell
-200
Closed -$5K – 560
2018
Q4 		$5K Buy
+200
New +$7.16K ﹤0.01% 434
2018
Q3 		– Sell
-200
Closed -$9K – 641
2018
Q2 		$9K Hold
200
– – ﹤0.01% 407
2018
Q1 		$9K Hold
200
– – ﹤0.01% 387
2017
Q4 		$9K Hold
200
– – ﹤0.01% 379
2017
Q3 		$14K Hold
200
– – ﹤0.01% 334
2017
Q2 		$13K Hold
200
– – ﹤0.01% 335
2017
Q1 		$13K Hold
200
– – ﹤0.01% 338
2016
Q4 		$12K Sell
200
-49
-20% -$2.94K ﹤0.01% 349
2016
Q3 		$15K Buy
249
+49
+25% +$3.11K ﹤0.01% 907
2016
Q2 		$13K Hold
200
– – ﹤0.01% 330
2016
Q1 		$12K Hold
200
– – ﹤0.01% 338
2015
Q4 		$11K Buy
+200
New +$10.6K ﹤0.01% 339

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
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JNBA Financial Advisors's PCG Position: Q1 2019 in Review

JNBA Financial Advisors sold out of PG&E (PCG) in Q1 2019, closing a stake of 200 shares — an estimated $5K sold.

JNBA Financial Advisors first reported a position in PCG in Q4 2015 and held it in 12 quarters. The position peaked at $15K in Q3 2016. 344 funds tracked by Wall St. Rank hold PCG as of Q1 2019.

  • JNBA Financial Advisors reported no remaining PG&E position as of Q1 2019 after selling out during the quarter.
  • JNBA Financial Advisors sold 200 PG&E shares in Q1 2019, an estimated $5K.
  • JNBA Financial Advisors first reported a position in PG&E in Q4 2015 and held it in 12 quarters.
  • JNBA Financial Advisors's PG&E position peaked at $15K in Q3 2016.
  • 344 funds tracked by Wall St. Rank held PG&E as of Q1 2019.

Based on JNBA Financial Advisors's 13F filing for Q1 2019, filed 1 May 2019.