Clear Perspective Advisors’s PNC Financial Services PNC Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-58	Closed	-$8K	–	359
2018 Q2	$8K	Hold	58	–	–	0.01%	391
2018 Q1	$9K	Hold	58	–	–	0.01%	366
2017 Q4	$8K	Hold	58	–	–	0.01%	360
2017 Q3	$8K	Buy	+58	New	+$7.44K	0.01%	360
2017 Q2	–	Sell	-15	Closed	-$2K	–	483
2017 Q1	$2K	Hold	15	–	–	﹤0.01%	388
2016 Q4	$2K	Buy	+15	New	+$1.56K	﹤0.01%	384

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Clear Perspective Advisors's PNC Position: Q3 2018 in Review

Clear Perspective Advisors sold out of PNC Financial Services (PNC) in Q3 2018, closing a stake of 58 shares — an estimated $8K sold.

Clear Perspective Advisors first reported a position in PNC in Q4 2016 and held it in 6 quarters. The position peaked at $9K in Q1 2018. 1,207 funds tracked by Wall St. Rank hold PNC as of Q3 2018.

Clear Perspective Advisors reported no remaining PNC Financial Services position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 58 PNC Financial Services shares in Q3 2018, an estimated $8K.
Clear Perspective Advisors first reported a position in PNC Financial Services in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's PNC Financial Services position peaked at $9K in Q1 2018.
1,207 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.