West Coast Financial’s PG&E PCG Stock Holding History

West Coast Financial’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
2018 Q4	–	Sell	-8,673	Closed	-$399K	–	126
2018 Q3	$399K	Buy	+8,673	New	+$386K	0.09%	109
2017 Q4	–	Sell	-9,423	Closed	-$642K	–	125
2017 Q3	$642K	Buy	+9,423	New	+$646K	0.17%	88

Other funds holding PCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ACG

Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return

AIM

Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return

West Coast Financial's PCG Position: Q4 2018 in Review

West Coast Financial sold out of PG&E (PCG) in Q4 2018, closing a stake of 8,673 shares — an estimated $399K sold.

West Coast Financial first reported a position in PCG in Q3 2017 and held it in 2 quarters. The position peaked at $642K in Q3 2017. 510 funds tracked by Wall St. Rank hold PCG as of Q4 2018.

West Coast Financial reported no remaining PG&E position as of Q4 2018 after selling out during the quarter.
West Coast Financial sold 8,673 PG&E shares in Q4 2018, an estimated $399K.
West Coast Financial first reported a position in PG&E in Q3 2017 and held it in 2 quarters.
West Coast Financial's PG&E position peaked at $642K in Q3 2017.
510 funds tracked by Wall St. Rank held PG&E as of Q4 2018.

Based on West Coast Financial's 13F filing for Q4 2018, filed 29 Jan 2019.