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Kingsview Wealth Management’s PG&E PCG Stock Holding History

Kingsview 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
2017
Q4 		– Sell
-3,813
Closed -$260K – 425
2017
Q3 		$260K Buy
3,813
+265
+7% +$18.2K 0.11% 231
2017
Q2 		$235K Hold
3,548
– – 0.12% 216
2017
Q1 		$235K Buy
+3,548
New +$226K 0.14% 201

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Kingsview Wealth Management's PCG Position: Q4 2017 in Review

Kingsview Wealth Management sold out of PG&E (PCG) in Q4 2017, closing a stake of 3,813 shares — an estimated $260K sold.

Kingsview Wealth Management first reported a position in PCG in Q1 2017 and held it in 3 quarters. The position peaked at $260K in Q3 2017. 627 funds tracked by Wall St. Rank hold PCG as of Q4 2017.

  • Kingsview Wealth Management reported no remaining PG&E position as of Q4 2017 after selling out during the quarter.
  • Kingsview Wealth Management sold 3,813 PG&E shares in Q4 2017, an estimated $260K.
  • Kingsview Wealth Management first reported a position in PG&E in Q1 2017 and held it in 3 quarters.
  • Kingsview Wealth Management's PG&E position peaked at $260K in Q3 2017.
  • 627 funds tracked by Wall St. Rank held PG&E as of Q4 2017.

Based on Kingsview Wealth Management's 13F filing for Q4 2017, filed 29 Jan 2020.