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WFG Advisors’s PG&E PCG Stock Holding History

WFG Advisors’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 		$24K Buy
361
+3
+0.8% +$202 0.01% 903
2017
Q1 		$24K Buy
358
+2
+0.6% +$128 0.01% 843
2016
Q4 		$22K Buy
356
+3
+0.8% +$180 0.01% 909
2016
Q3 		$22K Buy
353
+3
+0.9% +$190 0.01% 925
2016
Q2 		$22K Buy
+350
New +$21K 0.01% 895
2015
Q4 		– Sell
-50
Closed -$3K – 1642
2015
Q3 		$3K Hold
50
– – ﹤0.01% 1360
2015
Q2 		$2K Hold
50
– – ﹤0.01% 1493
2015
Q1 		$3K Sell
50
-30
-38% -$1.66K ﹤0.01% 1484
2014
Q4 		$4K Hold
80
– – ﹤0.01% 1710
2014
Q3 		$4K Buy
80
+50
+167% +$2.3K ﹤0.01% 1728
2014
Q2 		$1K Hold
30
– – ﹤0.01% 1917
2014
Q1 		$1K Sell
30
-1,470
-98% -$62.4K ﹤0.01% 1907
2013
Q4 		$60K Buy
1,500
+11
+0.7% +$451 0.01% 926
2013
Q3 		$61K Buy
1,489
+21
+1% +$913 0.01% 849
2013
Q2 		$67K Buy
+1,468
New +$67.8K 0.01% 783

Other funds holding PCG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

WFG Advisors's PCG Position: Q2 2017 in Review

WFG Advisors increased its PG&E (PCG) stake by 0.84% in Q2 2017, buying an estimated $202 and bringing the position to 361 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #903.

WFG Advisors first reported a position in PCG in Q2 2013 and has held it in 15 quarters since. The position peaked at $67K in Q2 2013. 609 funds tracked by Wall St. Rank hold PCG as of Q2 2017.

  • WFG Advisors held 361 shares of PG&E worth $24K as of Q2 2017.
  • WFG Advisors bought 3 PG&E shares in Q2 2017, an estimated $202.
  • PG&E made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #903 holding.
  • WFG Advisors first reported a position in PG&E in Q2 2013 and has held it in 15 quarters since.
  • WFG Advisors's PG&E position peaked at $67K in Q2 2013.
  • 609 funds tracked by Wall St. Rank held PG&E as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.