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Lourd Capital’s PNC Financial Services PNC Stock Holding History

Lourd Capital’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
2018
Q4 		– Sell
-1,695
Closed -$231K – 333
2018
Q3 		$231K Buy
+1,695
New +$241K 0.02% 276
2018
Q1 		– Sell
-1,630
Closed -$235K – 276
2017
Q4 		$235K Buy
+1,630
New +$225K 0.02% 297

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Lourd Capital's PNC Position: Q4 2018 in Review

Lourd Capital sold out of PNC Financial Services (PNC) in Q4 2018, closing a stake of 1,695 shares — an estimated $231K sold.

Lourd Capital first reported a position in PNC in Q4 2017 and held it in 2 quarters. The position peaked at $235K in Q4 2017. 1,197 funds tracked by Wall St. Rank hold PNC as of Q4 2018.

  • Lourd Capital reported no remaining PNC Financial Services position as of Q4 2018 after selling out during the quarter.
  • Lourd Capital sold 1,695 PNC Financial Services shares in Q4 2018, an estimated $231K.
  • Lourd Capital first reported a position in PNC Financial Services in Q4 2017 and held it in 2 quarters.
  • Lourd Capital's PNC Financial Services position peaked at $235K in Q4 2017.
  • 1,197 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2018.

Based on Lourd Capital's 13F filing for Q4 2018, filed 17 Jan 2019.