Lupo Securities’s PACCAR PCAR Stock Holding History

Lupo Securities’s Portfolio PCAR Stock Details PCAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-8	Closed	-$200	–	613
2014 Q4	$200	Buy	+8	New	+$345	﹤0.01%	571

Other funds holding PCAR

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Lupo Securities's PCAR Position: Q1 2015 in Review

Lupo Securities sold out of PACCAR (PCAR) in Q1 2015, closing a stake of 23 shares — an estimated $977 sold.

Lupo Securities first reported a position in PCAR in Q4 2014 and held it in 1 quarter. The position peaked at $1.02K in Q4 2014. 478 funds tracked by Wall St. Rank hold PCAR as of Q1 2015.

Lupo Securities reported no remaining PACCAR position as of Q1 2015 after selling out during the quarter.
Lupo Securities sold 23 PACCAR shares in Q1 2015, an estimated $977.
Lupo Securities first reported a position in PACCAR in Q4 2014 and held it in 1 quarter.
Lupo Securities's PACCAR position peaked at $1.02K in Q4 2014.
478 funds tracked by Wall St. Rank held PACCAR as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.