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

Concert 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
2017
Q2 		– Sell
-3,260
Closed -$386K – 368
2017
Q1 		$386K Sell
3,260
-3,131
-49% -$384K 0.09% 306
2016
Q4 		$751K Buy
6,391
+2,631
+70% +$274K 0.17% 184
2016
Q3 		$340K Buy
3,760
+100
+3% +$8.58K 0.04% 456
2016
Q2 		$295K Buy
3,660
+53
+1% +$4.56K 0.04% 467
2016
Q1 		$301K Sell
3,607
-187
-5% -$15.9K 0.04% 457
2015
Q4 		$363K Buy
3,794
+85
+2% +$7.89K 0.05% 427
2015
Q3 		$331K Buy
3,709
+398
+12% +$37.4K 0.04% 454
2015
Q2 		$319K Sell
3,311
-687
-17% -$65K 0.04% 470
2015
Q1 		$216K Buy
3,998
+527
+15% +$47.6K 0.06% 376
2014
Q4 		$316K Buy
3,471
+640
+23% +$55.5K 0.05% 445
2014
Q3 		$245K Sell
2,831
-438
-13% -$37.2K 0.03% 436
2014
Q2 		$271K Buy
3,269
+75
+2% +$6.41K 0.03% 435
2014
Q1 		$276K Buy
3,194
+7
+0.2% +$571 0.03% 427
2013
Q4 		$249K Buy
3,187
+164
+5% +$12.3K 0.03% 432
2013
Q3 		$218K Buy
3,023
+22
+0.7% +$1.64K 0.03% 462
2013
Q2 		$216K Buy
+3,001
New +$208K 0.03% 435

Other funds holding PNC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Concert Wealth Management's PNC Position: Q2 2017 in Review

Concert Wealth Management sold out of PNC Financial Services (PNC) in Q2 2017, closing a stake of 3,260 shares — an estimated $386K sold.

Concert Wealth Management first reported a position in PNC in Q2 2013 and held it in 16 quarters. The position peaked at $751K in Q4 2016. 1,064 funds tracked by Wall St. Rank hold PNC as of Q2 2017.

  • Concert Wealth Management reported no remaining PNC Financial Services position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 3,260 PNC Financial Services shares in Q2 2017, an estimated $386K.
  • Concert Wealth Management first reported a position in PNC Financial Services in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's PNC Financial Services position peaked at $751K in Q4 2016.
  • 1,064 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.