LBA Wealth Management’s PNC Financial Services PNC Stock Holding History

LBA Wealth Management’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
2017 Q1	$34K	Hold	280	–	–	0.02%	232
2016 Q4	$33K	Buy	280 +50	+22%	+$5.2K	0.02%	223
2016 Q3	$21K	Hold	230	–	–	0.01%	257
2016 Q2	$19K	Sell	230 -200	-47%	-$17.2K	0.01%	258
2016 Q1	$36K	Sell	430 -60	-12%	-$5.11K	0.02%	215
2015 Q4	$47K	Buy	490 +110	+29%	+$10.2K	0.03%	211
2015 Q3	$34K	Sell	380 -240	-39%	-$22.6K	0.02%	197
2015 Q2	$59K	Hold	620	–	–	0.04%	154
2015 Q1	$58K	Buy	620 +380	+158%	+$34.3K	0.04%	160
2014 Q4	$22K	Buy	240 +58	+32%	+$5.03K	0.01%	203
2014 Q3	$16K	Buy	+182	New	+$15.5K	0.01%	259

Other funds holding PNC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

LBA Wealth Management held its PNC Financial Services (PNC) position steady in Q1 2017 at 280 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #232.

LBA Wealth Management first reported a position in PNC in Q3 2014 and has held it in 11 quarters since. The position peaked at $59K in Q2 2015. 1,063 funds tracked by Wall St. Rank hold PNC as of Q1 2017.

LBA Wealth Management held 280 shares of PNC Financial Services worth $34K as of Q1 2017.
LBA Wealth Management left its PNC Financial Services share count unchanged in Q1 2017.
PNC Financial Services made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #232 holding.
LBA Wealth Management first reported a position in PNC Financial Services in Q3 2014 and has held it in 11 quarters since.
LBA Wealth Management's PNC Financial Services position peaked at $59K in Q2 2015.
1,063 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2017.

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