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

ERTS 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
2019
Q1 		– Sell
-171
Closed -$20K – 250
2018
Q4 		$20K Buy
+171
New +$21.8K 0.01% 210

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

ERTS Wealth Advisors's PNC Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of PNC Financial Services (PNC) in Q1 2019, closing a stake of 171 shares — an estimated $20K sold.

ERTS Wealth Advisors first reported a position in PNC in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 1,200 funds tracked by Wall St. Rank hold PNC as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining PNC Financial Services position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 171 PNC Financial Services shares in Q1 2019, an estimated $20K.
  • ERTS Wealth Advisors first reported a position in PNC Financial Services in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's PNC Financial Services position peaked at $20K in Q4 2018.
  • 1,200 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.