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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 – 350
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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return