First Allied Advisory Services’s PACCAR PCAR Stock Holding History

First Allied Advisory Services’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
2020 Q3	$324K	Buy	5,691 +1,497	+36%	+$84K	0.01%	872
2020 Q2	$209K	Buy	+4,194	New	+$196K	0.01%	985
2020 Q1	–	Sell	-7,095	Closed	-$373K	–	1182
2019 Q4	$373K	Sell	7,095 -1,127	-14%	-$58K	0.01%	829
2019 Q3	$384K	Sell	8,222 -1,369	-14%	-$62.4K	0.01%	791
2019 Q2	$458K	Sell	9,591 -1,598	-14%	-$74.2K	0.02%	713
2019 Q1	$508K	Buy	11,189 +396	+4%	+$17.2K	0.02%	671
2018 Q4	$410K	Buy	10,793 +1,557	+17%	+$62.1K	0.02%	668
2018 Q3	$423K	Buy	9,236 +1,803	+24%	+$79.6K	0.01%	770
2018 Q2	$306K	Sell	7,433 -387	-5%	-$16.7K	0.01%	864
2018 Q1	$344K	Sell	7,820 -144	-2%	-$6.81K	0.01%	813
2017 Q4	$375K	Sell	7,964 -5,349	-40%	-$253K	0.01%	774
2017 Q3	$645K	Sell	13,313 -261	-2%	-$11.8K	0.03%	542
2017 Q2	$597K	Buy	13,574 +1,956	+17%	+$84.5K	0.03%	557
2017 Q1	$523K	Buy	11,618 +704	+6%	+$31.7K	0.03%	571
2016 Q4	$465K	Buy	10,914 +2,946	+37%	+$119K	0.02%	609
2016 Q3	$312K	Sell	7,968 -12,407	-61%	-$472K	0.02%	727
2016 Q2	$704K	Sell	20,375 -3,289	-14%	-$121K	0.04%	445
2016 Q1	$867K	Sell	23,664 -3,495	-13%	-$117K	0.05%	395
2015 Q4	$860K	Buy	27,159 +1,867	+7%	+$63.6K	0.04%	421
2015 Q3	$886K	Buy	25,292 +13,718	+119%	+$556K	0.05%	385
2015 Q2	$493K	Sell	11,574 -104	-0.9%	-$4.49K	0.02%	619
2015 Q1	$492K	Buy	11,678 +671	+6%	+$28.5K	0.03%	578
2014 Q4	$501K	Buy	11,007 +2,088	+23%	+$90.2K	0.04%	528
2014 Q3	$337K	Buy	8,919 +891	+11%	+$37.1K	0.03%	674
2014 Q2	$337K	Sell	8,028 -200	-2%	-$8.54K	0.02%	670
2014 Q1	$370K	Sell	8,228 -370	-4%	-$15.2K	0.03%	628
2013 Q4	$340K	Buy	8,598 +39	+0.5%	+$1.48K	0.03%	626
2013 Q3	$316K	Buy	8,559 +175	+2%	+$6.51K	0.02%	702
2013 Q2	$299K	Buy	+8,384	New	+$289K	0.02%	681

Other funds holding PCAR

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

First Allied Advisory Services's PCAR Position: Q3 2020 in Review

First Allied Advisory Services increased its PACCAR (PCAR) stake by 36% in Q3 2020, buying an estimated $84K and bringing the position to 5,691 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #872.

First Allied Advisory Services first reported a position in PCAR in Q2 2013 and has held it in 29 quarters since. The position peaked at $886K in Q3 2015. 616 funds tracked by Wall St. Rank hold PCAR as of Q3 2020.

First Allied Advisory Services held 5,691 shares of PACCAR worth $324K as of Q3 2020.
First Allied Advisory Services bought 1,497 PACCAR shares in Q3 2020, an estimated $84K.
PACCAR made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #872 holding.
First Allied Advisory Services first reported a position in PACCAR in Q2 2013 and has held it in 29 quarters since.
First Allied Advisory Services's PACCAR position peaked at $886K in Q3 2015.
616 funds tracked by Wall St. Rank held PACCAR as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.