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Genovese Burford & Brothers Wealth & Retirement Plan Management’s PACCAR PCAR Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2017
Q1 		– Sell
-8,862
Closed -$378K – 491
2016
Q4 		$378K Hold
8,862
– – 0.1% 45
2016
Q3 		$347K Hold
8,862
– – 0.14% 42
2016
Q2 		$306K Buy
+8,862
New +$326K 0.12% 46

Other funds holding PCAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's PCAR Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of PACCAR (PCAR) in Q1 2017, closing a stake of 8,862 shares — an estimated $378K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in PCAR in Q2 2016 and held it in 3 quarters. The position peaked at $378K in Q4 2016. 533 funds tracked by Wall St. Rank hold PCAR as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining PACCAR position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 8,862 PACCAR shares in Q1 2017, an estimated $378K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in PACCAR in Q2 2016 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's PACCAR position peaked at $378K in Q4 2016.
  • 533 funds tracked by Wall St. Rank held PACCAR as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.