PIA
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Peachtree Investment Advisors’s Procter & Gamble PG Stock Holding History

Peachtree Investment Advisors’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
Q4 		$2.78M Buy
30,287
+991
+3% +$88.6K 2.15% 13
2018
Q3 		$2.44M Buy
29,296
+150
+0.5% +$12.3K 1.66% 17
2018
Q2 		$2.27M Buy
29,146
+500
+2% +$37.6K 1.65% 18
2018
Q1 		$2.27M Buy
28,646
+865
+3% +$72.1K 1.71% 18
2017
Q4 		$2.55M Buy
27,781
+470
+2% +$42.3K 1.95% 14
2017
Q3 		$2.48M Sell
27,311
-175
-0.6% -$15.9K 2.14% 11
2017
Q2 		$2.4M Buy
27,486
+858
+3% +$75.6K 2.05% 11
2017
Q1 		$2.39M Sell
26,628
-100
-0.4% -$8.87K 2.19% 12
2016
Q4 		$2.25M Sell
26,728
-125
-0.5% -$10.7K 2.21% 10
2016
Q3 		$2.41M Buy
26,853
+200
+0.8% +$17.4K 2.36% 10
2016
Q2 		$2.26M Buy
26,653
+100
+0.4% +$8.21K 2.3% 11
2016
Q1 		$2.19M Buy
26,553
+850
+3% +$68.5K 2.19% 10
2015
Q4 		$2.04M Buy
25,703
+986
+4% +$75.3K 2.14% 10
2015
Q3 		$1.78M Buy
24,717
+1,180
+5% +$88.5K 1.85% 15
2015
Q2 		$1.84M Buy
23,537
+2,015
+9% +$162K 1.37% 18
2015
Q1 		$1.76M Buy
21,522
+6,443
+43% +$554K 1.26% 18
2014
Q4 		$1.37M Buy
15,079
+324
+2% +$28.5K 0.92% 23
2014
Q3 		$1.24M Buy
14,755
+182
+1% +$14.9K 0.83% 27
2014
Q2 		$1.15M Buy
14,573
+372
+3% +$30K 0.76% 31
2014
Q1 		$1.15M Sell
14,201
-653
-4% -$51.5K 0.78% 30
2013
Q4 		$1.21M Buy
+14,854
New +$1.21M 0.82% 29

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Peachtree Investment Advisors's PG Position: Q4 2018 in Review

Peachtree Investment Advisors increased its Procter & Gamble (PG) stake by 3.4% in Q4 2018, buying an estimated $88.6K and bringing the position to 30,287 shares worth $2.78M. The position accounts for 2.15% of the portfolio, ranked #13.

Peachtree Investment Advisors first reported a position in PG in Q4 2013 and has held it in 21 quarters since. 2,422 funds tracked by Wall St. Rank hold PG as of Q4 2018.

  • Peachtree Investment Advisors held 30,287 shares of Procter & Gamble worth $2.78M as of Q4 2018.
  • Peachtree Investment Advisors bought 991 Procter & Gamble shares in Q4 2018, an estimated $88.6K.
  • Procter & Gamble made up 2.15% of Peachtree Investment Advisors's portfolio in Q4 2018, its #13 holding.
  • Peachtree Investment Advisors first reported a position in Procter & Gamble in Q4 2013 and has held it in 21 quarters since.
  • 2,422 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.