Avantax Planning Partners’s PACCAR PCAR Stock Holding History

Avantax Planning Partners’s Portfolio PCAR Stock Details PCAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-36	Closed	-$2K	–	1109
2018 Q1	$2K	Buy	+36	New	+$1.7K	﹤0.01%	1616

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Avantax Planning Partners's PCAR Position: Q2 2018 in Review

Avantax Planning Partners sold out of PACCAR (PCAR) in Q2 2018, closing a stake of 36 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in PCAR in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 577 funds tracked by Wall St. Rank hold PCAR as of Q2 2018.

Avantax Planning Partners reported no remaining PACCAR position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 36 PACCAR shares in Q2 2018, an estimated $2K.
Avantax Planning Partners first reported a position in PACCAR in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's PACCAR position peaked at $2K in Q1 2018.
577 funds tracked by Wall St. Rank held PACCAR as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.