Lee Financial Group Hawaii’s PNC Financial Services PNC Stock Holding History

Lee Financial Group Hawaii’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
2019 Q3	–	Sell	-8,032	Closed	-$1.1M	–	29
2019 Q2	$1.1M	Buy	8,032 +129	+2%	+$17.1K	0.94%	25
2019 Q1	$969K	Sell	7,903 -250	-3%	-$31K	0.9%	20
2018 Q4	$953K	Sell	8,153 -386	-5%	-$49.3K	1.02%	21
2018 Q3	$1.16M	Buy	8,539 +120	+1%	+$17.1K	1.03%	26
2018 Q2	$1.14M	Sell	8,419 -134	-2%	-$19.5K	1.05%	26
2018 Q1	$1.29M	Buy	8,553 +144	+2%	+$22.4K	1.25%	26
2017 Q4	$1.21M	Buy	+8,409	New	+$1.16M	1.13%	30

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Lee Financial Group Hawaii's PNC Position: Q3 2019 in Review

Lee Financial Group Hawaii sold out of PNC Financial Services (PNC) in Q3 2019, closing a stake of 8,032 shares — an estimated $1.1M sold.

Lee Financial Group Hawaii first reported a position in PNC in Q4 2017 and held it in 7 quarters. The position peaked at $1.29M in Q1 2018. 1,205 funds tracked by Wall St. Rank hold PNC as of Q3 2019.

Lee Financial Group Hawaii reported no remaining PNC Financial Services position as of Q3 2019 after selling out during the quarter.
Lee Financial Group Hawaii sold 8,032 PNC Financial Services shares in Q3 2019, an estimated $1.1M.
Lee Financial Group Hawaii first reported a position in PNC Financial Services in Q4 2017 and held it in 7 quarters.
Lee Financial Group Hawaii's PNC Financial Services position peaked at $1.29M in Q1 2018.
1,205 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2019.

Based on Lee Financial Group Hawaii's 13F filing for Q3 2019, filed 29 Oct 2019.