Lupo Securities’s Procter & Gamble PG Stock Holding History

Lupo Securities’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
2015 Q1	–	Sell	-10,143	Closed	-$924K	–	615
2014 Q4	$924K	Buy	+10,143	New	+$892K	0.45%	16

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lupo Securities's PG Position: Q1 2015 in Review

Lupo Securities sold out of Procter & Gamble (PG) in Q1 2015, closing a stake of 10,143 shares — an estimated $924K sold.

Lupo Securities first reported a position in PG in Q4 2014 and held it in 1 quarter. The position peaked at $924K in Q4 2014. 1,900 funds tracked by Wall St. Rank hold PG as of Q1 2015.

Lupo Securities reported no remaining Procter & Gamble position as of Q1 2015 after selling out during the quarter.
Lupo Securities sold 10,143 Procter & Gamble shares in Q1 2015, an estimated $924K.
Lupo Securities first reported a position in Procter & Gamble in Q4 2014 and held it in 1 quarter.
Lupo Securities's Procter & Gamble position peaked at $924K in Q4 2014.
1,900 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.