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

Lenox 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
2020
Q1 		– Sell
-20
Closed -$3K – 753
2019
Q4 		$3K Hold
20
– – ﹤0.01% 608
2019
Q3 		$2K Hold
20
– – ﹤0.01% 634
2019
Q2 		$2K Sell
20
-200
-91% -$26.4K ﹤0.01% 607
2019
Q1 		$27K Buy
220
+145
+193% +$18K 0.01% 306
2018
Q4 		$3K Buy
+75
New +$9.57K ﹤0.01% 522

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lenox Wealth Management's PNC Position: Q1 2020 in Review

Lenox Wealth Management sold out of PNC Financial Services (PNC) in Q1 2020, closing a stake of 20 shares — an estimated $3K sold.

Lenox Wealth Management first reported a position in PNC in Q4 2018 and held it in 5 quarters. The position peaked at $27K in Q1 2019. 1,140 funds tracked by Wall St. Rank hold PNC as of Q1 2020.

  • Lenox Wealth Management reported no remaining PNC Financial Services position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 20 PNC Financial Services shares in Q1 2020, an estimated $3K.
  • Lenox Wealth Management first reported a position in PNC Financial Services in Q4 2018 and held it in 5 quarters.
  • Lenox Wealth Management's PNC Financial Services position peaked at $27K in Q1 2019.
  • 1,140 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.