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WealthPLAN Partners’s PG&E PCG Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-11
Closed -$742 – 348
2017
Q1 		$742 Buy
+11
New +$701 ﹤0.01% 440
2016
Q3 		$23.6K Sell
401
-535
-57% -$34K 0.01% 451
2016
Q2 		$25.5K Buy
+936
New +$56.1K ﹤0.01% 1269
2015
Q4 		$12.5K Buy
+702
New +$37.3K ﹤0.01% 1084
2015
Q2 		$23K Hold
468
– – 0.01% 243
2015
Q1 		$25K Buy
+468
New +$25.8K 0.01% 299

Other funds holding PCG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

WealthPLAN Partners's PCG Position: Q2 2017 in Review

WealthPLAN Partners sold out of PG&E (PCG) in Q2 2017, closing a stake of 11 shares — an estimated $742 sold.

WealthPLAN Partners first reported a position in PCG in Q1 2015 and held it in 6 quarters. The position peaked at $25.5K in Q2 2016. 609 funds tracked by Wall St. Rank hold PCG as of Q2 2017.

  • WealthPLAN Partners reported no remaining PG&E position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 11 PG&E shares in Q2 2017, an estimated $742.
  • WealthPLAN Partners first reported a position in PG&E in Q1 2015 and held it in 6 quarters.
  • WealthPLAN Partners's PG&E position peaked at $25.5K in Q2 2016.
  • 609 funds tracked by Wall St. Rank held PG&E as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.