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WESPAC Advisors SoCal’s PG&E PCG Stock Holding History

WESPAC Advisors SoCal’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
Q4 		– Sell
-200
Closed -$13K – 275
2017
Q3 		$13K Hold
200
– – 0.01% 191
2017
Q2 		$13K Hold
200
– – 0.01% 176
2017
Q1 		$13.3K Hold
200
– – 0.01% 172
2016
Q4 		$12.2K Hold
200
– – 0.01% 174
2016
Q3 		$12.2K Buy
+200
New +$12.7K 0.01% 182
2016
Q2 		– Sell
-200
Closed -$11.9K – 300
2016
Q1 		$11.9K Buy
+200
New +$11.1K 0.01% 190

Other funds holding PCG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WESPAC Advisors SoCal's PCG Position: Q4 2017 in Review

WESPAC Advisors SoCal sold out of PG&E (PCG) in Q4 2017, closing a stake of 200 shares — an estimated $13K sold.

WESPAC Advisors SoCal first reported a position in PCG in Q1 2016 and held it in 6 quarters. The position peaked at $13.3K in Q1 2017. 627 funds tracked by Wall St. Rank hold PCG as of Q4 2017.

  • WESPAC Advisors SoCal reported no remaining PG&E position as of Q4 2017 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 200 PG&E shares in Q4 2017, an estimated $13K.
  • WESPAC Advisors SoCal first reported a position in PG&E in Q1 2016 and held it in 6 quarters.
  • WESPAC Advisors SoCal's PG&E position peaked at $13.3K in Q1 2017.
  • 627 funds tracked by Wall St. Rank held PG&E as of Q4 2017.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2017, filed 13 Feb 2018.