Intercontinental Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Intercontinental Wealth Advisors’s Portfolio PNC Stock Details PNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-11	Closed	-$2K	–	268
2019 Q4	$2K	Sell	11 -15	-58%	-$2.25K	﹤0.01%	332
2019 Q3	$4K	Hold	26	–	–	﹤0.01%	401
2019 Q2	$4K	Hold	26	–	–	﹤0.01%	378
2019 Q1	$3K	Hold	26	–	–	﹤0.01%	412
2018 Q4	$3K	Buy	+26	New	+$3.32K	﹤0.01%	426
2017 Q2	–	Sell	-2,184	Closed	-$263K	–	132
2017 Q1	$263K	Sell	2,184 -46	-2%	-$5.63K	0.16%	114
2016 Q4	$261K	Sell	2,230 -60	-3%	-$6.24K	0.17%	120
2016 Q3	$206K	Buy	+2,290	New	+$197K	0.15%	115
2016 Q1	–	Sell	-2,404	Closed	-$229K	–	131
2015 Q4	$229K	Buy	+2,404	New	+$223K	0.16%	111

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Intercontinental Wealth Advisors's PNC Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of PNC Financial Services (PNC) in Q1 2020, closing a stake of 11 shares — an estimated $2K sold.

Intercontinental Wealth Advisors first reported a position in PNC in Q4 2015 and held it in 9 quarters. The position peaked at $263K in Q1 2017. 1,140 funds tracked by Wall St. Rank hold PNC as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining PNC Financial Services position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 11 PNC Financial Services shares in Q1 2020, an estimated $2K.
Intercontinental Wealth Advisors first reported a position in PNC Financial Services in Q4 2015 and held it in 9 quarters.
Intercontinental Wealth Advisors's PNC Financial Services position peaked at $263K in Q1 2017.
1,140 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.