CWSR
PNC icon

Chessman Wealth Strategies RIA’s PNC Financial Services PNC Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-345
Closed -$47K – 135
2018
Q3 		$47K Buy
+345
New +$49K 0.04% 62

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Chessman Wealth Strategies RIA's PNC Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of PNC Financial Services (PNC) in Q4 2018, closing a stake of 345 shares — an estimated $47K sold.

Chessman Wealth Strategies RIA first reported a position in PNC in Q3 2018 and held it in 1 quarter. The position peaked at $47K in Q3 2018. 1,198 funds tracked by Wall St. Rank hold PNC as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining PNC Financial Services position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 345 PNC Financial Services shares in Q4 2018, an estimated $47K.
  • Chessman Wealth Strategies RIA first reported a position in PNC Financial Services in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's PNC Financial Services position peaked at $47K in Q3 2018.
  • 1,198 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.