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Sun Life Financial’s PG&E PCG Stock Holding History

Sun Life Financial’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
2019
Q1 		– Sell
-1,433
Closed -$34K – 621
2018
Q4 		$34K Buy
1,433
+15
+1% +$537 0.01% 460
2018
Q3 		$65K Buy
1,418
+18
+1% +$802 0.01% 391
2018
Q2 		$60K Buy
1,400
+1,297
+1,259% +$56.2K 0.01% 397
2018
Q1 		$2.34K Sell
103
-1,020
-91% -$43.3K 0.02% 196
2017
Q4 		$50K Sell
1,123
-2,658
-70% -$149K 0.01% 272
2017
Q3 		$257K Buy
3,781
+42
+1% +$2.88K 0.03% 195
2017
Q2 		$248K Buy
3,739
+3,721
+20,672% +$251K 0.03% 198
2017
Q1 		$275 Buy
+18
New +$1.15K ﹤0.01% 226

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sun Life Financial's PCG Position: Q1 2019 in Review

Sun Life Financial sold out of PG&E (PCG) in Q1 2019, closing a stake of 1,433 shares — an estimated $34K sold.

Sun Life Financial first reported a position in PCG in Q1 2017 and held it in 8 quarters. The position peaked at $257K in Q3 2017. 344 funds tracked by Wall St. Rank hold PCG as of Q1 2019.

  • Sun Life Financial reported no remaining PG&E position as of Q1 2019 after selling out during the quarter.
  • Sun Life Financial sold 1,433 PG&E shares in Q1 2019, an estimated $34K.
  • Sun Life Financial first reported a position in PG&E in Q1 2017 and held it in 8 quarters.
  • Sun Life Financial's PG&E position peaked at $257K in Q3 2017.
  • 344 funds tracked by Wall St. Rank held PG&E as of Q1 2019.

Based on Sun Life Financial's 13F filing for Q1 2019, filed 14 May 2019.