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LBA Wealth Management’s PACCAR PCAR Stock Holding History

LBA Wealth Management’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 		$26K Sell
570
-132
-19% -$5.95K 0.01% 250
2016
Q4 		$30K Buy
+702
New +$28.3K 0.02% 231

Other funds holding PCAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.56T AUM 27.86% 1-Year Est. Return

LBA Wealth Management's PCAR Position: Q1 2017 in Review

LBA Wealth Management reduced its PACCAR (PCAR) stake by 19% in Q1 2017, selling an estimated $5.95K and leaving 570 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #250.

LBA Wealth Management first reported a position in PCAR in Q4 2016 and has held it in 2 quarters since. The position peaked at $30K in Q4 2016. 532 funds tracked by Wall St. Rank hold PCAR as of Q1 2017.

  • LBA Wealth Management held 570 shares of PACCAR worth $26K as of Q1 2017.
  • LBA Wealth Management sold 132 PACCAR shares in Q1 2017, an estimated $5.95K.
  • PACCAR made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #250 holding.
  • LBA Wealth Management first reported a position in PACCAR in Q4 2016 and has held it in 2 quarters since.
  • LBA Wealth Management's PACCAR position peaked at $30K in Q4 2016.
  • 532 funds tracked by Wall St. Rank held PACCAR as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.