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Procter & Gamble Company shares owned by Oak Point Wealth Management

Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Oak Point Wealth Management from 13F filings

Historical chart of Oak Point Wealth Management investment in Procter & Gamble Company

Tip: Access up to 7 years of quarterly data

All positions including Procter & Gamble Company held by Oak Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Procter & Gamble Company by Oak Point Wealth Management

Quarter filed Position value Share count Share price at filing
2018-03-31 $20k 261 76.63
2017-12-31 $14k 153 91.50

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iShares S&P 1500 Index Fund (ITOT)
iShares S&P 500 Index (IVV)
Powershares Exchange
SPDR S&P Dividend (SDY)
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Fs Investment Corporation
Nuveen Barclays Shrt Term Muni bdfund (SHM)
Ishares Inc msci world idx (URTH)
Legg Mason Etf Equity Tr low divi etf (LVHD)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
WisdomTree LargeCap Dividend Fund (DLN)
WisdomTree Emerging Markets Eq (DEM)
Ishares Tr core tl usd bd (IUSB)
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf

View all positions for Oak Point Wealth Management

Top funds holding Procter & Gamble Company

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Wellington Management Company
Northern Trust
FMR
Jpmorgan Chase & Co
T. Rowe Price Associates
Legal & General Group
Bank of New York Mellon
Franklin Resources
Fisher Investments
Royal Bank of Canada

View all funds holding Procter & Gamble Company