SMFS
PCG icon

Squar Milner Financial Services’s PG&E PCG Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-1,995
Closed -$17K – 554
2020
Q1 		$17K Hold
1,995
– – 0.01% 496
2019
Q4 		$21K Buy
+1,995
New +$17.1K 0.01% 518
2019
Q3 		– Sell
-1,995
Closed -$46K – 564
2019
Q2 		$46K Hold
1,995
– – 0.03% 361
2019
Q1 		$35K Hold
1,995
– – 0.03% 364
2018
Q4 		$47K Hold
1,995
– – 0.05% 298
2018
Q3 		$92K Sell
1,995
-2,617
-57% -$117K 0.08% 249
2018
Q2 		$196K Hold
4,612
– – 0.17% 161
2018
Q1 		$203K Buy
+4,612
New +$196K 0.26% 151

Other funds holding PCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Squar Milner Financial Services's PCG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of PG&E (PCG) in Q2 2020, closing a stake of 1,995 shares — an estimated $17K sold.

Squar Milner Financial Services first reported a position in PCG in Q1 2018 and held it in 8 quarters. The position peaked at $203K in Q1 2018. 383 funds tracked by Wall St. Rank hold PCG as of Q2 2020.

  • Squar Milner Financial Services reported no remaining PG&E position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,995 PG&E shares in Q2 2020, an estimated $17K.
  • Squar Milner Financial Services first reported a position in PG&E in Q1 2018 and held it in 8 quarters.
  • Squar Milner Financial Services's PG&E position peaked at $203K in Q1 2018.
  • 383 funds tracked by Wall St. Rank held PG&E as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.