Calton & Associates’s PACCAR PCAR Stock Holding History

Calton & Associates’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 Q1	–	Sell	-504	Closed	-$25K	–	997
2017 Q4	$25K	Buy	+504	New	+$23.8K	0.01%	850

Other funds holding PCAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

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

Calton & Associates's PCAR Position: Q1 2018 in Review

Calton & Associates sold out of PACCAR (PCAR) in Q1 2018, closing a stake of 504 shares — an estimated $25K sold.

Calton & Associates first reported a position in PCAR in Q4 2017 and held it in 1 quarter. The position peaked at $25K in Q4 2017. 605 funds tracked by Wall St. Rank hold PCAR as of Q1 2018.

Calton & Associates reported no remaining PACCAR position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 504 PACCAR shares in Q1 2018, an estimated $25K.
Calton & Associates first reported a position in PACCAR in Q4 2017 and held it in 1 quarter.
Calton & Associates's PACCAR position peaked at $25K in Q4 2017.
605 funds tracked by Wall St. Rank held PACCAR as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.