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Gary Goldberg Planning Services’s PNC Financial Services PNC Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$41K Hold
454
– – 0.02% 240
2014
Q3 		$39K Hold
454
– – 0.02% 260
2014
Q2 		$40K Hold
454
– – 0.02% 242
2014
Q1 		$39K Buy
+454
New +$37.1K 0.02% 233

Other funds holding PNC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gary Goldberg Planning Services's PNC Position: Q4 2014 in Review

Gary Goldberg Planning Services held its PNC Financial Services (PNC) position steady in Q4 2014 at 454 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #240.

Gary Goldberg Planning Services first reported a position in PNC in Q1 2014 and has held it in 4 quarters since. 941 funds tracked by Wall St. Rank hold PNC as of Q4 2014.

  • Gary Goldberg Planning Services held 454 shares of PNC Financial Services worth $41K as of Q4 2014.
  • Gary Goldberg Planning Services left its PNC Financial Services share count unchanged in Q4 2014.
  • PNC Financial Services made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #240 holding.
  • Gary Goldberg Planning Services first reported a position in PNC Financial Services in Q1 2014 and has held it in 4 quarters since.
  • 941 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.