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Mountain Capital Investment Advisors’s PG&E PCG Stock Holding History

Mountain Capital 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
2017
Q4 		– Sell
-59
Closed -$4K – 317
2017
Q3 		$4K Hold
59
– – ﹤0.01% 367
2017
Q2 		$4K Buy
+59
New +$3.97K ﹤0.01% 395

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 $3.38T AUM 44.17% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mountain Capital Investment Advisors's PCG Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of PG&E (PCG) in Q4 2017, closing a stake of 59 shares — an estimated $4K sold.

Mountain Capital Investment Advisors first reported a position in PCG in Q2 2017 and held it in 2 quarters. The position peaked at $4K in Q3 2017. 627 funds tracked by Wall St. Rank hold PCG as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining PG&E position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 59 PG&E shares in Q4 2017, an estimated $4K.
  • Mountain Capital Investment Advisors first reported a position in PG&E in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's PG&E position peaked at $4K in Q3 2017.
  • 627 funds tracked by Wall St. Rank held PG&E as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.