Cypress Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Cypress Wealth 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 Q2	–	Sell	-1,450	Closed	-$219K	–	83
2018 Q1	$219K	Hold	1,450	–	–	0.24%	74
2017 Q4	$209K	Buy	+1,450	New	+$200K	0.2%	78
2017 Q2	–	Sell	-2,487	Closed	-$299K	–	153
2017 Q1	$299K	Sell	2,487 -31	-1%	-$3.8K	0.14%	146
2016 Q4	$295K	Buy	2,518 +59	+2%	+$6.13K	0.13%	138
2016 Q3	$222K	Buy	+2,459	New	+$211K	0.1%	173
2016 Q1	–	Sell	-2,358	Closed	-$225K	–	212
2015 Q4	$225K	Buy	2,358 +32	+1%	+$2.97K	0.11%	158
2015 Q3	$207K	Buy	+2,326	New	+$219K	0.11%	167

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cypress Wealth Advisors's PNC Position: Q2 2018 in Review

Cypress Wealth Advisors sold out of PNC Financial Services (PNC) in Q2 2018, closing a stake of 1,450 shares — an estimated $219K sold.

Cypress Wealth Advisors first reported a position in PNC in Q3 2015 and held it in 7 quarters. The position peaked at $299K in Q1 2017. 1,206 funds tracked by Wall St. Rank hold PNC as of Q2 2018.

Cypress Wealth Advisors reported no remaining PNC Financial Services position as of Q2 2018 after selling out during the quarter.
Cypress Wealth Advisors sold 1,450 PNC Financial Services shares in Q2 2018, an estimated $219K.
Cypress Wealth Advisors first reported a position in PNC Financial Services in Q3 2015 and held it in 7 quarters.
Cypress Wealth Advisors's PNC Financial Services position peaked at $299K in Q1 2017.
1,206 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2018.

Based on Cypress Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.