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Concert Wealth Management’s PACCAR PCAR Stock Holding History

Concert Wealth Management’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
2017
Q3 		– Sell
-7,143
Closed -$316K – 100
2017
Q2 		$316K Sell
7,143
-4,161
-37% -$180K 0.31% 98
2017
Q1 		$481K Sell
11,304
-264
-2% -$11.9K 0.11% 256
2016
Q4 		$492K Sell
11,568
-9,272
-44% -$374K 0.11% 255
2016
Q3 		$820K Sell
20,840
-232
-1% -$8.83K 0.1% 257
2016
Q2 		$725K Sell
21,072
-1,949
-8% -$71.7K 0.1% 260
2016
Q1 		$838K Sell
23,021
-973
-4% -$32.6K 0.11% 229
2015
Q4 		$758K Buy
23,994
+759
+3% +$25.9K 0.1% 253
2015
Q3 		$808K Sell
23,235
-1,934
-8% -$78.4K 0.11% 241
2015
Q2 		$1.07M Buy
25,169
+3,896
+18% +$168K 0.14% 186
2015
Q1 		$559K Sell
21,273
-23,355
-52% -$992K 0.16% 182
2014
Q4 		$2.02M Buy
44,628
+37,059
+490% +$1.6M 0.31% 75
2014
Q3 		$287K Buy
7,569
+202
+3% +$8.42K 0.04% 400
2014
Q2 		$295K Buy
7,367
+2,073
+39% +$88.5K 0.04% 419
2014
Q1 		$234K Buy
+5,294
New +$218K 0.03% 468

Other funds holding PCAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return