IPC
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Independent Portfolio Consultants’s PACCAR PCAR Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-81
Closed -$3K – 884
2016
Q4 		$3K Buy
+81
New +$3.27K ﹤0.01% 743
2015
Q4 		– Sell
-975
Closed -$34K – 794
2015
Q3 		$34K Buy
975
+7
+0.7% +$284 0.01% 636
2015
Q2 		$41K Sell
968
-2,613
-73% -$113K 0.01% 650
2015
Q1 		$151K Buy
3,581
+333
+10% +$14.1K 0.03% 413
2014
Q4 		$147K Sell
3,248
-2,512
-44% -$108K 0.03% 427
2014
Q3 		$218K Buy
5,760
+427
+8% +$17.8K 0.06% 458
2014
Q2 		$223K Buy
5,333
+135
+3% +$5.76K 0.06% 425
2014
Q1 		$233K Sell
5,198
-1,132
-18% -$46.6K 0.07% 410
2013
Q4 		$250K Sell
6,330
-233
-4% -$8.82K 0.09% 395
2013
Q3 		$244K Sell
6,563
-30
-0.5% -$1.11K 0.1% 394
2013
Q2 		$236K Buy
+6,593
New +$227K 0.11% 382

Other funds holding PCAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Portfolio Consultants's PCAR Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of PACCAR (PCAR) in Q1 2017, closing a stake of 81 shares — an estimated $3K sold.

Independent Portfolio Consultants first reported a position in PCAR in Q2 2013 and held it in 11 quarters. The position peaked at $250K in Q4 2013. 533 funds tracked by Wall St. Rank hold PCAR as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining PACCAR position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 81 PACCAR shares in Q1 2017, an estimated $3K.
  • Independent Portfolio Consultants first reported a position in PACCAR in Q2 2013 and held it in 11 quarters.
  • Independent Portfolio Consultants's PACCAR position peaked at $250K in Q4 2013.
  • 533 funds tracked by Wall St. Rank held PACCAR as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.