Gideon Capital Advisors’s PNC Financial Services PNC Stock Holding History

Gideon Capital Advisors’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
2019 Q1	–	Sell	-3,849	Closed	-$450K	–	487
2018 Q4	$450K	Sell	3,849 -29,244	-88%	-$3.73M	0.18%	174
2018 Q3	$4.51M	Buy	33,093 +26,999	+443%	+$3.84M	2.12%	2
2018 Q2	$823K	Sell	6,094 -1,617	-21%	-$236K	0.41%	62
2018 Q1	$1.17M	Buy	+7,711	New	+$1.2M	0.72%	13
2017 Q3	–	Sell	-7,841	Closed	-$979K	–	357
2017 Q2	$979K	Buy	7,841 +867	+12%	+$105K	1.08%	6
2017 Q1	$839K	Buy	+6,974	New	+$854K	0.5%	30
2016 Q3	–	Sell	-53,536	Closed	-$4.36M	–	260
2016 Q2	$4.36M	Buy	53,536 +43,053	+411%	+$3.7M	2.53%	2
2016 Q1	$887K	Buy	+10,483	New	+$893K	1.11%	23
2015 Q3	–	Sell	-20,295	Closed	-$1.94M	–	303
2015 Q2	$1.94M	Sell	20,295 -30,566	-60%	-$2.89M	0.8%	29
2015 Q1	$4.74M	Buy	50,861 +12,769	+34%	+$1.15M	1.91%	2
2014 Q4	$3.48M	Buy	+38,092	New	+$3.3M	1.64%	12
2014 Q3	–	Sell	-15,552	Closed	-$1.39M	–	345
2014 Q2	$1.39M	Buy	+15,552	New	+$1.33M	0.5%	72
2014 Q1	–	Sell	-16,610	Closed	-$1.29M	–	274
2013 Q4	$1.29M	Buy	+16,610	New	+$1.25M	0.76%	45

Other funds holding PNC

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Gideon Capital Advisors's PNC Position: Q1 2019 in Review

Gideon Capital Advisors sold out of PNC Financial Services (PNC) in Q1 2019, closing a stake of 3,849 shares — an estimated $450K sold.

Gideon Capital Advisors first reported a position in PNC in Q4 2013 and held it in 13 quarters. The position peaked at $4.74M in Q1 2015. 1,201 funds tracked by Wall St. Rank hold PNC as of Q1 2019.

Gideon Capital Advisors reported no remaining PNC Financial Services position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 3,849 PNC Financial Services shares in Q1 2019, an estimated $450K.
Gideon Capital Advisors first reported a position in PNC Financial Services in Q4 2013 and held it in 13 quarters.
Gideon Capital Advisors's PNC Financial Services position peaked at $4.74M in Q1 2015.
1,201 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.