MWPCG
SRE icon

Measured Wealth Private Client Group’s Sempra SRE Stock Holding History

Measured Wealth Private Client Group’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,636
Closed -$93K – 618
2018
Q3 		$93K Buy
+1,636
New +$94.7K 0.06% 246

Other funds holding SRE

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Measured Wealth Private Client Group's SRE Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Sempra (SRE) in Q4 2018, closing a stake of 1,636 shares — an estimated $93K sold.

Measured Wealth Private Client Group first reported a position in SRE in Q3 2018 and held it in 1 quarter. The position peaked at $93K in Q3 2018. 720 funds tracked by Wall St. Rank hold SRE as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Sempra position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,636 Sempra shares in Q4 2018, an estimated $93K.
  • Measured Wealth Private Client Group first reported a position in Sempra in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Sempra position peaked at $93K in Q3 2018.
  • 720 funds tracked by Wall St. Rank held Sempra as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.