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LVW Advisors’s PACCAR PCAR Stock Holding History

LVW Advisors’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
2019
Q2 		– Sell
-13,133
Closed -$597K – 178
2019
Q1 		$597K Buy
13,133
+4,463
+51% +$194K 0.16% 88
2018
Q4 		$330K Sell
8,670
-22,695
-72% -$906K 0.11% 110
2018
Q3 		$1.43M Buy
31,365
+8,694
+38% +$384K 0.4% 52
2018
Q2 		$936K Sell
22,671
-650
-3% -$28.1K 0.3% 63
2018
Q1 		$1.03M Buy
+23,321
New +$1.1M 0.32% 61

Other funds holding PCAR

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LVW Advisors's PCAR Position: Q2 2019 in Review

LVW Advisors sold out of PACCAR (PCAR) in Q2 2019, closing a stake of 13,133 shares — an estimated $597K sold.

LVW Advisors first reported a position in PCAR in Q1 2018 and held it in 5 quarters. The position peaked at $1.43M in Q3 2018. 618 funds tracked by Wall St. Rank hold PCAR as of Q2 2019.

  • LVW Advisors reported no remaining PACCAR position as of Q2 2019 after selling out during the quarter.
  • LVW Advisors sold 13,133 PACCAR shares in Q2 2019, an estimated $597K.
  • LVW Advisors first reported a position in PACCAR in Q1 2018 and held it in 5 quarters.
  • LVW Advisors's PACCAR position peaked at $1.43M in Q3 2018.
  • 618 funds tracked by Wall St. Rank held PACCAR as of Q2 2019.

Based on LVW Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.