Hefty Wealth Partners’s PNC Financial Services PNC Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$6K	Sell	40 -84	-68%	-$13K	﹤0.01%	203
2017 Q4	$18K	Hold	124	–	–	0.01%	170
2017 Q3	$17K	Hold	124	–	–	0.01%	165
2017 Q2	$15K	Hold	124	–	–	0.01%	153
2017 Q1	$14K	Hold	124	–	–	0.01%	162
2016 Q4	$14K	Hold	124	–	–	0.01%	152
2016 Q3	$11K	Hold	124	–	–	0.01%	170
2016 Q2	$10K	Hold	124	–	–	0.01%	145
2016 Q1	$10K	Hold	124	–	–	0.01%	151
2015 Q4	$11K	Buy	+124	New	+$11.5K	0.01%	140

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Hefty Wealth Partners's PNC Position: Q1 2018 in Review

Hefty Wealth Partners reduced its PNC Financial Services (PNC) stake by 68% in Q1 2018, selling an estimated $13K and leaving 40 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Hefty Wealth Partners first reported a position in PNC in Q4 2015 and has held it in 10 quarters since. The position peaked at $18K in Q4 2017. 1,200 funds tracked by Wall St. Rank hold PNC as of Q1 2018.

Hefty Wealth Partners held 40 shares of PNC Financial Services worth $6K as of Q1 2018.
Hefty Wealth Partners sold 84 PNC Financial Services shares in Q1 2018, an estimated $13K.
PNC Financial Services made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #203 holding.
Hefty Wealth Partners first reported a position in PNC Financial Services in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's PNC Financial Services position peaked at $18K in Q4 2017.
1,200 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.