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WealthBridge Capital Management’s Sempra SRE Stock Holding History

WealthBridge Capital Management’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-196
Closed -$12K – 761
2019
Q1 		$12K Hold
196
– – 0.01% 538
2018
Q4 		$11K Buy
+196
New +$11.2K 0.01% 510

Other funds holding SRE

T. Rowe Price Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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

WealthBridge Capital Management's SRE Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Sempra (SRE) in Q2 2019, closing a stake of 196 shares — an estimated $12K sold.

WealthBridge Capital Management first reported a position in SRE in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2019. 747 funds tracked by Wall St. Rank hold SRE as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Sempra position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 196 Sempra shares in Q2 2019, an estimated $12K.
  • WealthBridge Capital Management first reported a position in Sempra in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Sempra position peaked at $12K in Q1 2019.
  • 747 funds tracked by Wall St. Rank held Sempra as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.