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

LBA 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
Q1 		$11K Hold
170
– – 0.01% 318
2016
Q4 		$10K Hold
170
– – 0.01% 329
2016
Q3 		$10K Hold
170
– – 0.01% 327
2016
Q2 		$11K Buy
170
+100
+143% +$5.99K 0.01% 307
2016
Q1 		$4K Sell
70
-75
-52% -$4.18K ﹤0.01% 364
2015
Q4 		$8K Hold
145
– – ﹤0.01% 309
2015
Q3 		$8K Hold
145
– – 0.01% 266
2015
Q2 		$7K Hold
145
– – ﹤0.01% 261
2015
Q1 		$8K Buy
+145
New +$8.01K 0.01% 245

Other funds holding PCG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LBA Wealth Management's PCG Position: Q1 2017 in Review

LBA Wealth Management held its PG&E (PCG) position steady in Q1 2017 at 170 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #318.

LBA Wealth Management first reported a position in PCG in Q1 2015 and has held it in 9 quarters since. 586 funds tracked by Wall St. Rank hold PCG as of Q1 2017.

  • LBA Wealth Management held 170 shares of PG&E worth $11K as of Q1 2017.
  • LBA Wealth Management left its PG&E share count unchanged in Q1 2017.
  • PG&E made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #318 holding.
  • LBA Wealth Management first reported a position in PG&E in Q1 2015 and has held it in 9 quarters since.
  • 586 funds tracked by Wall St. Rank held PG&E as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.