MIM
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Midwest Investment Management’s Procter & Gamble PG Stock Holding History

Midwest Investment 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
2017
Q3 		$254K Hold
2,801
– – 0.21% 47
2017
Q2 		$244K Hold
2,801
– – 0.21% 49
2017
Q1 		$251K Hold
2,801
– – 0.21% 49
2016
Q4 		$235K Buy
2,801
+56
+2% +$4.77K 0.2% 46
2016
Q3 		$246K Sell
2,745
-50
-2% -$4.34K 0.21% 48
2016
Q2 		$236K Buy
+2,795
New +$229K 0.19% 51
2015
Q1 		– Sell
-15,424
Closed -$1.4M – 55
2014
Q4 		$1.4M Sell
15,424
-12,020
-44% -$1.06M 1.02% 38
2014
Q3 		$2.3M Sell
27,444
-501
-2% -$41.1K 1.71% 29
2014
Q2 		$2.2M Sell
27,945
-100
-0.4% -$8.06K 1.6% 31
2014
Q1 		$2.26M Buy
28,045
+465
+2% +$36.6K 1.69% 30
2013
Q4 		$2.25M Sell
27,580
-230
-0.8% -$18.7K 1.67% 31
2013
Q3 		$2.1M Sell
27,810
-55
-0.2% -$4.38K 1.77% 28
2013
Q2 		$2.15M Buy
+27,865
New +$2.19M 2.18% 25

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Midwest Investment Management's PG Position: Q3 2017 in Review

Midwest Investment Management held its Procter & Gamble (PG) position steady in Q3 2017 at 2,801 shares worth $254K. The position accounts for 0.21% of the portfolio, ranked #47.

Midwest Investment Management first reported a position in PG in Q2 2013 and has held it in 13 quarters since. The position peaked at $2.3M in Q3 2014. 2,079 funds tracked by Wall St. Rank hold PG as of Q3 2017.

  • Midwest Investment Management held 2,801 shares of Procter & Gamble worth $254K as of Q3 2017.
  • Midwest Investment Management left its Procter & Gamble share count unchanged in Q3 2017.
  • Procter & Gamble made up 0.21% of Midwest Investment Management's portfolio in Q3 2017, its #47 holding.
  • Midwest Investment Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 13 quarters since.
  • Midwest Investment Management's Procter & Gamble position peaked at $2.3M in Q3 2014.
  • 2,079 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2017.

Based on Midwest Investment Management's 13F filing for Q3 2017, filed 13 Oct 2017.