Shine Investment Advisory Services’s Procter & Gamble PG Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$196K	Sell	1,410 -171	-11%	-$22.7K	0.07%	129
2020 Q2	$189K	Hold	1,581	–	–	0.07%	122
2020 Q1	$174K	Buy	1,581 +1	+0.1%	+$120	0.08%	119
2019 Q4	$197K	Buy	1,580 +376	+31%	+$46K	0.08%	129
2019 Q3	$150K	Buy	1,204 +173	+17%	+$20.4K	0.07%	133
2019 Q2	$113K	Buy	1,031 +1	+0.1%	+$107	0.05%	163
2019 Q1	$107K	Buy	1,030 +1	+0.1%	+$97	0.05%	177
2018 Q4	$95K	Hold	1,029	–	–	0.05%	175
2018 Q3	$86K	Buy	1,029 +1	+0.1%	+$82	0.05%	211
2018 Q2	$80K	Sell	1,028 -199	-16%	-$15K	0.04%	225
2018 Q1	$97K	Hold	1,227	–	–	0.05%	175
2017 Q4	$113K	Hold	1,227	–	–	0.06%	158
2017 Q3	$112K	Buy	1,227 +100	+9%	+$9.1K	0.06%	150
2017 Q2	$98K	Buy	+1,127	New	+$99.3K	0.05%	160

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Shine Investment Advisory Services's PG Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Procter & Gamble (PG) stake by 11% in Q3 2020, selling an estimated $22.7K and leaving 1,410 shares worth $196K. The position accounts for 0.07% of the portfolio, ranked #129.

Shine Investment Advisory Services first reported a position in PG in Q2 2017 and has held it in 14 quarters since. The position peaked at $197K in Q4 2019. 2,732 funds tracked by Wall St. Rank hold PG as of Q3 2020.

Shine Investment Advisory Services held 1,410 shares of Procter & Gamble worth $196K as of Q3 2020.
Shine Investment Advisory Services sold 171 Procter & Gamble shares in Q3 2020, an estimated $22.7K.
Procter & Gamble made up 0.07% of Shine Investment Advisory Services's portfolio in Q3 2020, its #129 holding.
Shine Investment Advisory Services first reported a position in Procter & Gamble in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Procter & Gamble position peaked at $197K in Q4 2019.
2,732 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.