Integrated Wealth Management (Palm Desert)’s PACCAR PCAR Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-342	Closed	-$13K	–	783
2016 Q3	$13K	Hold	342	–	–	﹤0.01%	708
2016 Q2	$12K	Hold	342	–	–	﹤0.01%	717
2016 Q1	$12K	Hold	342	–	–	0.01%	668
2015 Q4	$11K	Sell	342 -818	-71%	-$27.9K	﹤0.01%	747
2015 Q3	$40K	Hold	1,160	–	–	0.02%	425
2015 Q2	$49K	Hold	1,160	–	–	0.02%	398
2015 Q1	$48K	Buy	+1,160	New	+$49.3K	0.02%	399

Other funds holding PCAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 Management (Palm Desert)'s PCAR Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of PACCAR (PCAR) in Q4 2016, closing a stake of 342 shares — an estimated $13K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PCAR in Q1 2015 and held it in 7 quarters. The position peaked at $49K in Q2 2015. 530 funds tracked by Wall St. Rank hold PCAR as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining PACCAR position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 342 PACCAR shares in Q4 2016, an estimated $13K.
Integrated Wealth Management (Palm Desert) first reported a position in PACCAR in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s PACCAR position peaked at $49K in Q2 2015.
530 funds tracked by Wall St. Rank held PACCAR as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.