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Moneta Group Investment Advisors’s PG&E PCG Stock Holding History

Moneta Group Investment Advisors’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
2018
Q2 		– Sell
-60
Closed -$3K – 572
2018
Q1 		$3K Sell
60
-6
-9% -$255 ﹤0.01% 550
2017
Q4 		$3K Buy
+66
New +$3.7K ﹤0.01% 389
2015
Q4 		– Sell
-174
Closed -$9K – 337
2015
Q3 		$9K Buy
+174
New +$8.89K ﹤0.01% 433

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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

Moneta Group Investment Advisors's PCG Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of PG&E (PCG) in Q2 2018, closing a stake of 60 shares — an estimated $3K sold.

Moneta Group Investment Advisors first reported a position in PCG in Q3 2015 and held it in 3 quarters. The position peaked at $9K in Q3 2015. 614 funds tracked by Wall St. Rank hold PCG as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining PG&E position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 60 PG&E shares in Q2 2018, an estimated $3K.
  • Moneta Group Investment Advisors first reported a position in PG&E in Q3 2015 and held it in 3 quarters.
  • Moneta Group Investment Advisors's PG&E position peaked at $9K in Q3 2015.
  • 614 funds tracked by Wall St. Rank held PG&E as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.