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Lucia Wealth Services’s PNC Financial Services PNC Stock Holding History

Lucia Wealth Services’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
-4,317
Closed -$593K – 174
2019
Q2 		$593K Sell
4,317
-903
-17% -$119K 0.2% 77
2019
Q1 		$640K Buy
5,220
+2,777
+114% +$344K 0.22% 86
2018
Q4 		$286K Sell
2,443
-3,245
-57% -$414K 0.13% 101
2018
Q3 		$775K Buy
5,688
+96
+2% +$13.6K 0.24% 87
2018
Q2 		$755K Buy
+5,592
New +$816K 0.33% 69

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lucia Wealth Services's PNC Position: Q3 2019 in Review

Lucia Wealth Services sold out of PNC Financial Services (PNC) in Q3 2019, closing a stake of 4,317 shares — an estimated $593K sold.

Lucia Wealth Services first reported a position in PNC in Q2 2018 and held it in 5 quarters. The position peaked at $775K in Q3 2018. 1,204 funds tracked by Wall St. Rank hold PNC as of Q3 2019.

  • Lucia Wealth Services reported no remaining PNC Financial Services position as of Q3 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 4,317 PNC Financial Services shares in Q3 2019, an estimated $593K.
  • Lucia Wealth Services first reported a position in PNC Financial Services in Q2 2018 and held it in 5 quarters.
  • Lucia Wealth Services's PNC Financial Services position peaked at $775K in Q3 2018.
  • 1,204 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2019.

Based on Lucia Wealth Services's 13F filing for Q3 2019, filed 9 Oct 2019.