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Herndon Capital Management’s PACCAR PCAR Stock Holding History

Herndon Capital 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
2016
Q4 		– Sell
-48
Closed -$2K – 458
2016
Q3 		$2K Hold
48
– – ﹤0.01% 382
2016
Q2 		$2K Buy
+48
New +$1.76K ﹤0.01% 395

Other funds holding PCAR

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Herndon Capital Management's PCAR Position: Q4 2016 in Review

Herndon Capital Management sold out of PACCAR (PCAR) in Q4 2016, closing a stake of 48 shares — an estimated $2K sold.

Herndon Capital Management first reported a position in PCAR in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 529 funds tracked by Wall St. Rank hold PCAR as of Q4 2016.

  • Herndon Capital Management reported no remaining PACCAR position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 48 PACCAR shares in Q4 2016, an estimated $2K.
  • Herndon Capital Management first reported a position in PACCAR in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's PACCAR position peaked at $2K in Q3 2016.
  • 529 funds tracked by Wall St. Rank held PACCAR as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.