Hefty Wealth Partners’s PACCAR PCAR Stock Holding History

Hefty Wealth Partners’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
2016 Q1	–	Sell	-22,041	Closed	-$696K	–	228
2015 Q4	$696K	Buy	+22,041	New	+$751K	0.66%	52

Other funds holding PCAR

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Hefty Wealth Partners's PCAR Position: Q1 2016 in Review

Hefty Wealth Partners sold out of PACCAR (PCAR) in Q1 2016, closing a stake of 22,041 shares — an estimated $696K sold.

Hefty Wealth Partners first reported a position in PCAR in Q4 2015 and held it in 1 quarter. The position peaked at $696K in Q4 2015. 491 funds tracked by Wall St. Rank hold PCAR as of Q1 2016.

Hefty Wealth Partners reported no remaining PACCAR position as of Q1 2016 after selling out during the quarter.
Hefty Wealth Partners sold 22,041 PACCAR shares in Q1 2016, an estimated $696K.
Hefty Wealth Partners first reported a position in PACCAR in Q4 2015 and held it in 1 quarter.
Hefty Wealth Partners's PACCAR position peaked at $696K in Q4 2015.
491 funds tracked by Wall St. Rank held PACCAR as of Q1 2016.

Based on Hefty Wealth Partners's 13F filing for Q1 2016, filed 16 May 2016.