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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 – 1558
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 $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
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PCG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of PG&E (PCG) in Q2 2019, closing a stake of 293 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in PCG in Q4 2015 and held it in 14 quarters. The position peaked at $179K in Q3 2018. 339 funds tracked by Wall St. Rank hold PCG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining PG&E position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 293 PG&E shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in PG&E in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s PG&E position peaked at $179K in Q3 2018.
  • 339 funds tracked by Wall St. Rank held PG&E as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.