JFA
PCG icon

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 – 642
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 $4.64B AUM 1.52% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return