RIA
PCG icon

Regal Investment Advisors’s PG&E PCG Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-1,384
Closed -$73K – 701
2015
Q3 		$73K Hold
1,384
– – 0.02% 391
2015
Q2 		$67K Hold
1,384
– – 0.02% 385
2015
Q1 		$73K Buy
+1,384
New +$76.4K 0.02% 387
2014
Q4 		– Sell
-150
Closed -$7K – 982
2014
Q3 		$7K Hold
150
– – ﹤0.01% 749
2014
Q2 		$7K Hold
150
– – ﹤0.01% 725
2014
Q1 		$6K Hold
150
– – ﹤0.01% 720
2013
Q4 		$6K Hold
150
– – ﹤0.01% 660
2013
Q3 		$6K Hold
150
– – ﹤0.01% 687
2013
Q2 		$7K Buy
+150
New +$6.92K ﹤0.01% 652

Other funds holding PCG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Regal Investment Advisors's PCG Position: Q4 2015 in Review

Regal Investment Advisors sold out of PG&E (PCG) in Q4 2015, closing a stake of 1,384 shares — an estimated $73K sold.

Regal Investment Advisors first reported a position in PCG in Q2 2013 and held it in 9 quarters. The position peaked at $73K in Q3 2015. 529 funds tracked by Wall St. Rank hold PCG as of Q4 2015.

  • Regal Investment Advisors reported no remaining PG&E position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,384 PG&E shares in Q4 2015, an estimated $73K.
  • Regal Investment Advisors first reported a position in PG&E in Q2 2013 and held it in 9 quarters.
  • Regal Investment Advisors's PG&E position peaked at $73K in Q3 2015.
  • 529 funds tracked by Wall St. Rank held PG&E as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.