Financial Gravity Companies’s PACCAR PCAR Stock Holding History

Financial Gravity Companies’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
2018 Q1	$29K	Buy	689 +50	+8%	+$2.37K	0.03%	468
2017 Q4	$32K	Buy	+639	New	+$30.2K	0.04%	413

Other funds holding PCAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Gravity Companies's PCAR Position: Q1 2018 in Review

Financial Gravity Companies increased its PACCAR (PCAR) stake by 7.8% in Q1 2018, buying an estimated $2.37K and bringing the position to 689 shares worth $29K. The position accounts for 0.03% of the portfolio, ranked #468.

Financial Gravity Companies first reported a position in PCAR in Q4 2017 and has held it in 2 quarters since. The position peaked at $32K in Q4 2017. 605 funds tracked by Wall St. Rank hold PCAR as of Q1 2018.

Financial Gravity Companies held 689 shares of PACCAR worth $29K as of Q1 2018.
Financial Gravity Companies bought 50 PACCAR shares in Q1 2018, an estimated $2.37K.
PACCAR made up 0.03% of Financial Gravity Companies's portfolio in Q1 2018, its #468 holding.
Financial Gravity Companies first reported a position in PACCAR in Q4 2017 and has held it in 2 quarters since.
Financial Gravity Companies's PACCAR position peaked at $32K in Q4 2017.
605 funds tracked by Wall St. Rank held PACCAR as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.