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Lehman Financial Resources’s PG&E PCG Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-200
Closed -$10K – 260
2015
Q3 		$10K Hold
200
– – 0.01% 309
2015
Q2 		$9K Hold
200
– – ﹤0.01% 322
2015
Q1 		$11K Buy
+200
New +$11K 0.01% 310
2014
Q4 		– Sell
-200
Closed -$9K – 423
2014
Q3 		$9K Buy
+200
New +$9.2K ﹤0.01% 311

Other funds holding PCG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lehman Financial Resources's PCG Position: Q4 2015 in Review

Lehman Financial Resources sold out of PG&E (PCG) in Q4 2015, closing a stake of 200 shares — an estimated $10K sold.

Lehman Financial Resources first reported a position in PCG in Q3 2014 and held it in 4 quarters. The position peaked at $11K in Q1 2015. 529 funds tracked by Wall St. Rank hold PCG as of Q4 2015.

  • Lehman Financial Resources reported no remaining PG&E position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 200 PG&E shares in Q4 2015, an estimated $10K.
  • Lehman Financial Resources first reported a position in PG&E in Q3 2014 and held it in 4 quarters.
  • Lehman Financial Resources's PG&E position peaked at $11K in Q1 2015.
  • 529 funds tracked by Wall St. Rank held PG&E as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.