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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 $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concert Wealth Management's PCAR Position: Q3 2017 in Review

Concert Wealth Management sold out of PACCAR (PCAR) in Q3 2017, closing a stake of 7,143 shares — an estimated $316K sold.

Concert Wealth Management first reported a position in PCAR in Q1 2014 and held it in 14 quarters. The position peaked at $2.02M in Q4 2014. 525 funds tracked by Wall St. Rank hold PCAR as of Q3 2017.

  • Concert Wealth Management reported no remaining PACCAR position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 7,143 PACCAR shares in Q3 2017, an estimated $316K.
  • Concert Wealth Management first reported a position in PACCAR in Q1 2014 and held it in 14 quarters.
  • Concert Wealth Management's PACCAR position peaked at $2.02M in Q4 2014.
  • 525 funds tracked by Wall St. Rank held PACCAR as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.