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Planning Solutions Group’s Procter & Gamble PG Stock Holding History

Planning Solutions Group’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
2019
Q2 		$1.33M Buy
12,121
+100
+0.8% +$10.7K 0.68% 29
2019
Q1 		$1.25M Buy
12,021
+153
+1% +$14.9K 0.67% 29
2018
Q4 		$1.09M Buy
+11,868
New +$1.06M 0.66% 30

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Planning Solutions Group increased its Procter & Gamble (PG) stake by 0.83% in Q2 2019, buying an estimated $10.7K and bringing the position to 12,121 shares worth $1.33M. The position accounts for 0.68% of the portfolio, ranked #29.

Planning Solutions Group first reported a position in PG in Q4 2018 and has held it in 3 quarters since. 2,455 funds tracked by Wall St. Rank hold PG as of Q2 2019.

  • Planning Solutions Group held 12,121 shares of Procter & Gamble worth $1.33M as of Q2 2019.
  • Planning Solutions Group bought 100 Procter & Gamble shares in Q2 2019, an estimated $10.7K.
  • Procter & Gamble made up 0.68% of Planning Solutions Group's portfolio in Q2 2019, its #29 holding.
  • Planning Solutions Group first reported a position in Procter & Gamble in Q4 2018 and has held it in 3 quarters since.
  • 2,455 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2019.

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