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Guardian Investor Services’s PACCAR PCAR Stock Holding History

Guardian Investor 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
2015
Q1 		$155K Hold
3,674
– – 0.12% 207
2014
Q4 		$167K Sell
3,674
-99
-3% -$4.27K 0.13% 191
2014
Q3 		$143K Sell
3,773
-181
-5% -$7.54K 0.12% 211
2014
Q2 		$166K Sell
3,954
-143
-3% -$6.11K 0.13% 193
2014
Q1 		$184K Sell
4,097
-154
-4% -$6.34K 0.14% 177
2013
Q4 		$168K Hold
4,251
– – 0.13% 193
2013
Q3 		$158K Sell
4,251
-57
-1% -$2.12K 0.13% 182
2013
Q2 		$154K Buy
+4,308
New +$149K 0.13% 185

Other funds holding PCAR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guardian Investor Services's PCAR Position: Q1 2015 in Review

Guardian Investor Services held its PACCAR (PCAR) position steady in Q1 2015 at 3,674 shares worth $155K. The position accounts for 0.12% of the portfolio, ranked #207.

Guardian Investor Services first reported a position in PCAR in Q2 2013 and has held it in 8 quarters since. The position peaked at $184K in Q1 2014. 479 funds tracked by Wall St. Rank hold PCAR as of Q1 2015.

  • Guardian Investor Services held 3,674 shares of PACCAR worth $155K as of Q1 2015.
  • Guardian Investor Services left its PACCAR share count unchanged in Q1 2015.
  • PACCAR made up 0.12% of Guardian Investor Services's portfolio in Q1 2015, its #207 holding.
  • Guardian Investor Services first reported a position in PACCAR in Q2 2013 and has held it in 8 quarters since.
  • Guardian Investor Services's PACCAR position peaked at $184K in Q1 2014.
  • 479 funds tracked by Wall St. Rank held PACCAR as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.