Integrated Wealth Counsel’s PACCAR PCAR Stock Holding History

Integrated Wealth Counsel’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	$100K	Hold	2,358	–	–	0.22%	53
2016 Q3	$92K	Hold	2,358	–	–	0.19%	50
2016 Q2	$82K	Hold	2,358	–	–	0.19%	38
2016 Q1	$86K	Hold	2,358	–	–	0.2%	38
2015 Q4	$75K	Hold	2,358	–	–	0.12%	40
2015 Q3	$82K	Hold	2,358	–	–	0.14%	37
2015 Q2	$100K	Hold	2,358	–	–	0.14%	36
2015 Q1	$99K	Hold	2,358	–	–	0.13%	42
2014 Q4	$107K	Hold	2,358	–	–	0.13%	39
2014 Q3	$89K	Hold	2,358	–	–	0.09%	41
2014 Q2	$99K	Hold	2,358	–	–	0.08%	52
2014 Q1	$106K	Hold	2,358	–	–	0.08%	70
2013 Q4	$93K	Hold	2,358	–	–	0.07%	76
2013 Q3	$87.5K	Hold	2,358	–	–	0.06%	79
2013 Q2	$84K	Buy	+2,358	New	+$81.4K	0.06%	84

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $7.03B AUM 11.68% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Counsel's PCAR Position: Q4 2016 in Review

Integrated Wealth Counsel held its PACCAR (PCAR) position steady in Q4 2016 at 2,358 shares worth $100K. The position accounts for 0.22% of the portfolio, ranked #53.

Integrated Wealth Counsel first reported a position in PCAR in Q2 2013 and has held it in 15 quarters since. The position peaked at $107K in Q4 2014. 529 funds tracked by Wall St. Rank hold PCAR as of Q4 2016.

Integrated Wealth Counsel held 2,358 shares of PACCAR worth $100K as of Q4 2016.
Integrated Wealth Counsel left its PACCAR share count unchanged in Q4 2016.
PACCAR made up 0.22% of Integrated Wealth Counsel's portfolio in Q4 2016, its #53 holding.
Integrated Wealth Counsel first reported a position in PACCAR in Q2 2013 and has held it in 15 quarters since.
Integrated Wealth Counsel's PACCAR position peaked at $107K in Q4 2014.
529 funds tracked by Wall St. Rank held PACCAR as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.