YorkBridge Wealth Partners’s PG&E PCG Stock Holding History

YorkBridge Wealth Partners’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	-828	Closed	-$38K	–	757
2018 Q3	$38K	Hold	828	–	–	0.02%	388
2018 Q2	$35K	Hold	828	–	–	0.02%	405
2018 Q1	$37K	Hold	828	–	–	0.02%	401
2017 Q4	$33K	Sell	828 -108	-12%	-$6.05K	0.02%	418
2017 Q3	$64K	Hold	936	–	–	0.03%	345
2017 Q2	$61K	Buy	936 +146	+18%	+$9.83K	0.03%	346
2017 Q1	$53K	Buy	+790	New	+$50.4K	0.03%	365

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 $3.38T AUM 44.17% 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

YorkBridge Wealth Partners's PCG Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of PG&E (PCG) in Q4 2018, closing a stake of 828 shares — an estimated $38K sold.

YorkBridge Wealth Partners first reported a position in PCG in Q1 2017 and held it in 7 quarters. The position peaked at $64K in Q3 2017. 510 funds tracked by Wall St. Rank hold PCG as of Q4 2018.

YorkBridge Wealth Partners reported no remaining PG&E position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 828 PG&E shares in Q4 2018, an estimated $38K.
YorkBridge Wealth Partners first reported a position in PG&E in Q1 2017 and held it in 7 quarters.
YorkBridge Wealth Partners's PG&E position peaked at $64K in Q3 2017.
510 funds tracked by Wall St. Rank held PG&E as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.