Catamount Wealth Management’s PNC Financial Services PNC Stock Holding History

Catamount Wealth Management’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 Q1	–	Sell	-32	Closed	-$4K	–	208
2018 Q4	$4K	Buy	+32	New	+$4.08K	﹤0.01%	171
2017 Q2	–	Sell	-50	Closed	-$6K	–	187
2017 Q1	$6K	Hold	50	–	–	﹤0.01%	147
2016 Q4	$6K	Buy	+50	New	+$5.2K	﹤0.01%	133
2016 Q3	–	Sell	-100	Closed	-$8K	–	171
2016 Q2	$8K	Hold	100	–	–	0.01%	103
2016 Q1	$8K	Hold	100	–	–	0.01%	99
2015 Q4	$10K	Hold	100	–	–	0.01%	93
2015 Q3	$9K	Hold	100	–	–	0.01%	95
2015 Q2	$10K	Buy	+100	New	+$9.46K	0.01%	118

Other funds holding PNC

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Catamount Wealth Management's PNC Position: Q1 2019 in Review

Catamount Wealth Management sold out of PNC Financial Services (PNC) in Q1 2019, closing a stake of 32 shares — an estimated $4K sold.

Catamount Wealth Management first reported a position in PNC in Q2 2015 and held it in 8 quarters. The position peaked at $10K in Q4 2015. 1,200 funds tracked by Wall St. Rank hold PNC as of Q1 2019.

Catamount Wealth Management reported no remaining PNC Financial Services position as of Q1 2019 after selling out during the quarter.
Catamount Wealth Management sold 32 PNC Financial Services shares in Q1 2019, an estimated $4K.
Catamount Wealth Management first reported a position in PNC Financial Services in Q2 2015 and held it in 8 quarters.
Catamount Wealth Management's PNC Financial Services position peaked at $10K in Q4 2015.
1,200 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.