IWA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return