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Sterling Investment Advisors (Pennsylvania)’s PG&E PCG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2017
Q3 		– Sell
-50
Closed -$3K – 363
2017
Q2 		$3K Buy
+50
New +$3.37K ﹤0.01% 347

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PCG Position: Q3 2017 in Review

Sterling Investment Advisors (Pennsylvania) sold out of PG&E (PCG) in Q3 2017, closing a stake of 50 shares — an estimated $3K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PCG in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 600 funds tracked by Wall St. Rank hold PCG as of Q3 2017.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining PG&E position as of Q3 2017 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 50 PG&E shares in Q3 2017, an estimated $3K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in PG&E in Q2 2017 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s PG&E position peaked at $3K in Q2 2017.
  • 600 funds tracked by Wall St. Rank held PG&E as of Q3 2017.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2017, filed 3 Nov 2017.