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Holistic Financial Partners’s PACCAR PCAR Stock Holding History

Holistic Financial 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
2018
Q2 		– Sell
-158
Closed -$7K – 267
2018
Q1 		$7K Buy
158
+50
+46% +$2.37K 0.01% 348
2017
Q4 		$5K Buy
+108
New +$5.11K ﹤0.01% 384

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Holistic Financial Partners's PCAR Position: Q2 2018 in Review

Holistic Financial Partners sold out of PACCAR (PCAR) in Q2 2018, closing a stake of 158 shares — an estimated $7K sold.

Holistic Financial Partners first reported a position in PCAR in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 578 funds tracked by Wall St. Rank hold PCAR as of Q2 2018.

  • Holistic Financial Partners reported no remaining PACCAR position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 158 PACCAR shares in Q2 2018, an estimated $7K.
  • Holistic Financial Partners first reported a position in PACCAR in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's PACCAR position peaked at $7K in Q1 2018.
  • 578 funds tracked by Wall St. Rank held PACCAR as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.