Simply Money Advisors’s Procter & Gamble PG Stock Holding History

Simply Money Advisors’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
2014 Q2	–	Sell	-296	Closed	-$24K	–	37
2014 Q1	$24K	Sell	296 -9,995	-97%	-$788K	﹤0.01%	34
2013 Q4	$838K	Buy	10,291 +4,427	+75%	+$361K	0.14%	18
2013 Q3	$443K	Sell	5,864 -39,023	-87%	-$3.11M	0.08%	17
2013 Q2	$3.46M	Buy	+44,887	New	+$3.52M	0.62%	17

Other funds holding PG

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simply Money Advisors's PG Position: Q2 2014 in Review

Simply Money Advisors sold out of Procter & Gamble (PG) in Q2 2014, closing a stake of 296 shares — an estimated $24K sold.

Simply Money Advisors first reported a position in PG in Q2 2013 and held it in 4 quarters. The position peaked at $3.46M in Q2 2013. 1,793 funds tracked by Wall St. Rank hold PG as of Q2 2014.

Simply Money Advisors reported no remaining Procter & Gamble position as of Q2 2014 after selling out during the quarter.
Simply Money Advisors sold 296 Procter & Gamble shares in Q2 2014, an estimated $24K.
Simply Money Advisors first reported a position in Procter & Gamble in Q2 2013 and held it in 4 quarters.
Simply Money Advisors's Procter & Gamble position peaked at $3.46M in Q2 2013.
1,793 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2014.

Based on Simply Money Advisors's 13F filing for Q2 2014, filed 17 Jul 2014.