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WFG Advisors’s Procter & Gamble PG Stock Holding History

WFG Advisors’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$2.05M Sell
23,489
-865
-4% -$76.2K 0.46% 51
2017
Q1 		$2.19M Sell
24,354
-2,505
-9% -$222K 0.58% 37
2016
Q4 		$2.26M Sell
26,859
-3,584
-12% -$305K 0.55% 32
2016
Q3 		$2.73M Buy
30,443
+2,059
+7% +$179K 0.68% 26
2016
Q2 		$2.4M Buy
28,384
+6,796
+31% +$558K 0.64% 27
2016
Q1 		$1.78M Sell
21,588
-532
-2% -$42.9K 0.51% 39
2015
Q4 		$1.76M Buy
22,120
+938
+4% +$71.7K 0.53% 38
2015
Q3 		$1.52M Buy
21,182
+2,609
+14% +$196K 0.48% 44
2015
Q2 		$1.45M Buy
18,573
+2,501
+16% +$201K 0.4% 52
2015
Q1 		$1.32M Sell
16,072
-9,775
-38% -$840K 0.37% 56
2014
Q4 		$2.35M Sell
25,847
-701
-3% -$61.7K 0.48% 33
2014
Q3 		$2.22M Buy
26,548
+1,987
+8% +$163K 0.42% 37
2014
Q2 		$1.93M Buy
24,561
+3,428
+16% +$276K 0.36% 57
2014
Q1 		$1.7M Sell
21,133
-12,997
-38% -$1.02M 0.34% 55
2013
Q4 		$2.78M Sell
34,130
-841
-2% -$68.5K 0.4% 47
2013
Q3 		$2.64M Sell
34,971
-1,506
-4% -$120K 0.41% 51
2013
Q2 		$2.81M Buy
+36,477
New +$2.86M 0.47% 42

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WFG Advisors's PG Position: Q2 2017 in Review

WFG Advisors reduced its Procter & Gamble (PG) stake by 3.6% in Q2 2017, selling an estimated $76.2K and leaving 23,489 shares worth $2.05M. The position accounts for 0.46% of the portfolio, ranked #51.

WFG Advisors first reported a position in PG in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.81M in Q2 2013. 2,074 funds tracked by Wall St. Rank hold PG as of Q2 2017.

  • WFG Advisors held 23,489 shares of Procter & Gamble worth $2.05M as of Q2 2017.
  • WFG Advisors sold 865 Procter & Gamble shares in Q2 2017, an estimated $76.2K.
  • Procter & Gamble made up 0.46% of WFG Advisors's portfolio in Q2 2017, its #51 holding.
  • WFG Advisors first reported a position in Procter & Gamble in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Procter & Gamble position peaked at $2.81M in Q2 2013.
  • 2,074 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2017.

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