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Lake Point Wealth Management’s PG&E PCG Stock Holding History

Lake Point 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
2020
Q1 		– Sell
-551
Closed -$6K – 445
2019
Q4 		$6K Buy
+551
New +$4.72K ﹤0.01% 340
2019
Q2 		$13K Hold
551
– – ﹤0.01% 294
2019
Q1 		$13K Buy
+551
New +$8.9K ﹤0.01% 294

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lake Point Wealth Management's PCG Position: Q1 2020 in Review

Lake Point Wealth Management sold out of PG&E (PCG) in Q1 2020, closing a stake of 551 shares — an estimated $6K sold.

Lake Point Wealth Management first reported a position in PCG in Q1 2019 and held it in 3 quarters. The position peaked at $13K in Q2 2019. 294 funds tracked by Wall St. Rank hold PCG as of Q1 2020.

  • Lake Point Wealth Management reported no remaining PG&E position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 551 PG&E shares in Q1 2020, an estimated $6K.
  • Lake Point Wealth Management first reported a position in PG&E in Q1 2019 and held it in 3 quarters.
  • Lake Point Wealth Management's PG&E position peaked at $13K in Q2 2019.
  • 294 funds tracked by Wall St. Rank held PG&E as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.