EWM
PINC

Executive Wealth Management’s Premier PINC Stock Holding History

Executive Wealth Management’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-197
Closed -$8K – 594
2019
Q2 		$8K Hold
197
– – ﹤0.01% 659
2019
Q1 		$7K Hold
197
– – ﹤0.01% 605
2018
Q4 		$7K Buy
+197
New +$8.14K ﹤0.01% 631

Other funds holding PINC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Executive Wealth Management's PINC Position: Q3 2019 in Review

Executive Wealth Management sold out of Premier (PINC) in Q3 2019, closing a stake of 197 shares — an estimated $8K sold.

Executive Wealth Management first reported a position in PINC in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 248 funds tracked by Wall St. Rank hold PINC as of Q3 2019.

  • Executive Wealth Management reported no remaining Premier position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 197 Premier shares in Q3 2019, an estimated $8K.
  • Executive Wealth Management first reported a position in Premier in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Premier position peaked at $8K in Q2 2019.
  • 248 funds tracked by Wall St. Rank held Premier as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.