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Mader & Shannon Wealth Management’s Procter & Gamble PG Stock Holding History

Mader & Shannon Wealth Management’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
2014
Q3 		– Sell
-25,000
Closed -$1.97M – 24
2014
Q2 		$1.97M Buy
+25,000
New +$2.02M 1.51% 26

Other funds holding PG

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State Street
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Mader & Shannon Wealth Management's PG Position: Q3 2014 in Review

Mader & Shannon Wealth Management sold out of Procter & Gamble (PG) in Q3 2014, closing a stake of 25,000 shares — an estimated $1.97M sold.

Mader & Shannon Wealth Management first reported a position in PG in Q2 2014 and held it in 1 quarter. The position peaked at $1.97M in Q2 2014. 1,783 funds tracked by Wall St. Rank hold PG as of Q3 2014.

  • Mader & Shannon Wealth Management reported no remaining Procter & Gamble position as of Q3 2014 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 25,000 Procter & Gamble shares in Q3 2014, an estimated $1.97M.
  • Mader & Shannon Wealth Management first reported a position in Procter & Gamble in Q2 2014 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's Procter & Gamble position peaked at $1.97M in Q2 2014.
  • 1,783 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2014.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.