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Oak Point Wealth Management’s Procter & Gamble PG Stock Holding History

Oak Point 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
2018
Q1 		$20K Buy
261
+108
+71% +$9K 0.02% 132
2017
Q4 		$14K Buy
+153
New +$13.8K 0.01% 138

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Oak Point Wealth Management's PG Position: Q1 2018 in Review

Oak Point Wealth Management increased its Procter & Gamble (PG) stake by 71% in Q1 2018, buying an estimated $9K and bringing the position to 261 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #132.

Oak Point Wealth Management first reported a position in PG in Q4 2017 and has held it in 2 quarters since. 2,231 funds tracked by Wall St. Rank hold PG as of Q1 2018.

  • Oak Point Wealth Management held 261 shares of Procter & Gamble worth $20K as of Q1 2018.
  • Oak Point Wealth Management bought 108 Procter & Gamble shares in Q1 2018, an estimated $9K.
  • Procter & Gamble made up 0.02% of Oak Point Wealth Management's portfolio in Q1 2018, its #132 holding.
  • Oak Point Wealth Management first reported a position in Procter & Gamble in Q4 2017 and has held it in 2 quarters since.
  • 2,231 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.