PCA
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Personal Capital Advisors’s PG&E PCG Stock Holding History

Personal Capital 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
2021
Q1 		– Sell
-20,169
Closed -$251K – 487
2020
Q4 		$251K Hold
20,169
– – ﹤0.01% 411
2020
Q3 		$189K Buy
+20,169
New +$187K ﹤0.01% 402
2017
Q4 		– Sell
-174,570
Closed -$11.9M – 256
2017
Q3 		$11.9M Buy
174,570
+37,048
+27% +$2.54M 0.23% 96
2017
Q2 		$9.13M Buy
137,522
+49,261
+56% +$3.32M 0.2% 100
2017
Q1 		$5.88M Buy
88,261
+17,435
+25% +$1.11M 0.15% 103
2016
Q4 		$4.3M Buy
70,826
+11,654
+20% +$698K 0.13% 122
2016
Q3 		$3.65M Buy
59,172
+10,624
+22% +$675K 0.12% 118
2016
Q2 		$3.1M Buy
48,548
+13,713
+39% +$821K 0.12% 115
2016
Q1 		$2.08M Buy
+34,835
New +$1.94M 0.1% 120

Other funds holding PCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Personal Capital Advisors's PCG Position: Q1 2021 in Review

Personal Capital Advisors sold out of PG&E (PCG) in Q1 2021, closing a stake of 20,169 shares — an estimated $251K sold.

Personal Capital Advisors first reported a position in PCG in Q1 2016 and held it in 9 quarters. The position peaked at $11.9M in Q3 2017. 439 funds tracked by Wall St. Rank hold PCG as of Q1 2021.

  • Personal Capital Advisors reported no remaining PG&E position as of Q1 2021 after selling out during the quarter.
  • Personal Capital Advisors sold 20,169 PG&E shares in Q1 2021, an estimated $251K.
  • Personal Capital Advisors first reported a position in PG&E in Q1 2016 and held it in 9 quarters.
  • Personal Capital Advisors's PG&E position peaked at $11.9M in Q3 2017.
  • 439 funds tracked by Wall St. Rank held PG&E as of Q1 2021.

Based on Personal Capital Advisors's 13F filing for Q1 2021, filed 14 May 2021.