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Planning Solutions Group’s Comcast CMCSA Stock Holding History

Planning Solutions Group’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$254K Sell
6,008
-77
-1% -$3.25K 0.13% 115
2019
Q1 		$243K Buy
6,085
+77
+1% +$2.9K 0.13% 113
2018
Q4 		$205K Buy
+6,008
New +$219K 0.12% 115

Other funds holding CMCSA

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Planning Solutions Group's CMCSA Position: Q2 2019 in Review

Planning Solutions Group reduced its Comcast (CMCSA) stake by 1.3% in Q2 2019, selling an estimated $3.25K and leaving 6,008 shares worth $254K. The position accounts for 0.13% of the portfolio, ranked #115.

Planning Solutions Group first reported a position in CMCSA in Q4 2018 and has held it in 3 quarters since. 1,886 funds tracked by Wall St. Rank hold CMCSA as of Q2 2019.

  • Planning Solutions Group held 6,008 shares of Comcast worth $254K as of Q2 2019.
  • Planning Solutions Group sold 77 Comcast shares in Q2 2019, an estimated $3.25K.
  • Comcast made up 0.13% of Planning Solutions Group's portfolio in Q2 2019, its #115 holding.
  • Planning Solutions Group first reported a position in Comcast in Q4 2018 and has held it in 3 quarters since.
  • 1,886 funds tracked by Wall St. Rank held Comcast as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.