KJWM
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Kiley Juergens Wealth Management’s PG&E PCG Stock Holding History

Kiley Juergens Wealth Management’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
-74
Closed -$3K – 466
2018
Q3 		$3K Buy
+74
New +$3.29K ﹤0.01% 556
2018
Q1 		– Sell
-104
Closed -$4K – 450
2017
Q4 		$4K Buy
+104
New +$5.83K ﹤0.01% 589

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return

Kiley Juergens Wealth Management's PCG Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of PG&E (PCG) in Q4 2018, closing a stake of 74 shares — an estimated $3K sold.

Kiley Juergens Wealth Management first reported a position in PCG in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 510 funds tracked by Wall St. Rank hold PCG as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining PG&E position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 74 PG&E shares in Q4 2018, an estimated $3K.
  • Kiley Juergens Wealth Management first reported a position in PG&E in Q4 2017 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's PG&E position peaked at $4K in Q4 2017.
  • 510 funds tracked by Wall St. Rank held PG&E as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.