Asset Planning Services (Pennsylvania)’s PNC Financial Services PNC Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio PNC Stock Details PNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-128	Closed	-$18K	–	206
2019 Q3	$18K	Buy	128 +1	+0.8%	+$136	0.01%	171
2019 Q2	$17K	Buy	127 +1	+0.8%	+$132	0.01%	172
2019 Q1	$15K	Buy	126 +1	+0.8%	+$124	0.01%	178
2018 Q4	$15K	Hold	125	–	–	0.01%	177
2018 Q3	$17K	Buy	125 +2	+2%	+$284	0.01%	176
2018 Q2	$17K	Sell	123 -302	-71%	-$44.1K	0.01%	174
2018 Q1	$64K	Sell	425 -904	-68%	-$140K	0.03%	114
2017 Q4	$192K	Hold	1,329	–	–	0.1%	73
2017 Q3	$179K	Hold	1,329	–	–	0.1%	75
2017 Q2	$166K	Hold	1,329	–	–	0.11%	76
2017 Q1	$160K	Hold	1,329	–	–	0.11%	76
2016 Q4	$155K	Hold	1,329	–	–	0.12%	68
2016 Q3	$120K	Hold	1,329	–	–	0.1%	80
2016 Q2	$108K	Hold	1,329	–	–	0.09%	94
2016 Q1	$112K	Buy	1,329 +7	+0.5%	+$596	0.1%	91
2015 Q4	$126K	Buy	1,322 +1,200	+984%	+$111K	0.12%	70
2015 Q3	$11K	Hold	122	–	–	0.01%	154
2015 Q2	$12K	Buy	+122	New	+$11.5K	0.01%	173

Other funds holding PNC

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s PNC Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of PNC Financial Services (PNC) in Q4 2019, closing a stake of 128 shares — an estimated $18K sold.

Asset Planning Services (Pennsylvania) first reported a position in PNC in Q2 2015 and held it in 18 quarters. The position peaked at $192K in Q4 2017. 1,341 funds tracked by Wall St. Rank hold PNC as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining PNC Financial Services position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 128 PNC Financial Services shares in Q4 2019, an estimated $18K.
Asset Planning Services (Pennsylvania) first reported a position in PNC Financial Services in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s PNC Financial Services position peaked at $192K in Q4 2017.
1,341 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.