WAM
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Wealthspire Advisors (Maryland)’s PG&E PCG Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-293
Closed -$5K – 1590
2019
Q1 		$5K Sell
293
-1,754
-86% -$28.3K ﹤0.01% 1837
2018
Q4 		$49K Sell
2,047
-1,837
-47% -$65.7K ﹤0.01% 870
2018
Q3 		$179K Buy
3,884
+421
+12% +$18.7K 0.01% 492
2018
Q2 		$147K Sell
3,463
-474
-12% -$20.6K 0.01% 561
2018
Q1 		$173K Buy
3,937
+1,474
+60% +$62.5K 0.02% 519
2017
Q4 		$110K Buy
2,463
+1,354
+122% +$75.8K 0.01% 676
2017
Q3 		$76K Buy
1,109
+27
+2% +$1.85K 0.01% 815
2017
Q2 		$72K Buy
1,082
+32
+3% +$2.15K 0.01% 820
2017
Q1 		$70K Buy
1,050
+151
+17% +$9.63K 0.01% 708
2016
Q4 		$55K Buy
899
+73
+9% +$4.37K 0.01% 745
2016
Q3 		$51K Buy
826
+27
+3% +$1.71K 0.01% 768
2016
Q2 		$51K Buy
799
+2
+0.3% +$120 0.01% 729
2016
Q1 		$48K Sell
797
-38
-5% -$2.12K 0.01% 712
2015
Q4 		$44K Buy
+835
New +$44.4K 0.01% 752

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 $4.64B AUM 1.52% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
KCM
Knighthead Capital Management New York $989M AUM 19.8% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return