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Lakeside Wealth Management Group’s Procter & Gamble PG Stock Holding History

Lakeside Wealth Management Group’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$355K Hold
3,960
– – 12.14% 4
2016
Q4 		$355K Hold
3,960
– – 11.26% 4
2016
Q3 		$355K Buy
+3,960
New +$344K 11.26% 4

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lakeside Wealth Management Group's PG Position: Q1 2017 in Review

Lakeside Wealth Management Group held its Procter & Gamble (PG) position steady in Q1 2017 at 3,960 shares worth $355K. The position accounts for 12.14% of the portfolio, ranked #4.

Lakeside Wealth Management Group first reported a position in PG in Q3 2016 and has held it in 3 quarters since. 2,087 funds tracked by Wall St. Rank hold PG as of Q1 2017.

  • Lakeside Wealth Management Group held 3,960 shares of Procter & Gamble worth $355K as of Q1 2017.
  • Lakeside Wealth Management Group left its Procter & Gamble share count unchanged in Q1 2017.
  • Procter & Gamble made up 12.14% of Lakeside Wealth Management Group's portfolio in Q1 2017, its #4 holding.
  • Lakeside Wealth Management Group first reported a position in Procter & Gamble in Q3 2016 and has held it in 3 quarters since.
  • 2,087 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2017.

Based on Lakeside Wealth Management Group's 13F filing for Q1 2017, filed 26 Apr 2017.