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Beaumont Financial Advisors’s PNC Financial Services PNC Stock Holding History

Beaumont Financial Advisors’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
2017
Q2 		– Sell
-2,218
Closed -$367K – 188
2017
Q1 		$367K Buy
+2,218
New +$272K 0.05% 137

Other funds holding PNC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beaumont Financial Advisors's PNC Position: Q2 2017 in Review

Beaumont Financial Advisors sold out of PNC Financial Services (PNC) in Q2 2017, closing a stake of 2,218 shares — an estimated $367K sold.

Beaumont Financial Advisors first reported a position in PNC in Q1 2017 and held it in 1 quarter. The position peaked at $367K in Q1 2017. 1,064 funds tracked by Wall St. Rank hold PNC as of Q2 2017.

  • Beaumont Financial Advisors reported no remaining PNC Financial Services position as of Q2 2017 after selling out during the quarter.
  • Beaumont Financial Advisors sold 2,218 PNC Financial Services shares in Q2 2017, an estimated $367K.
  • Beaumont Financial Advisors first reported a position in PNC Financial Services in Q1 2017 and held it in 1 quarter.
  • Beaumont Financial Advisors's PNC Financial Services position peaked at $367K in Q1 2017.
  • 1,064 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2017.

Based on Beaumont Financial Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.