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MBM Wealth Consultants’s PNC Financial Services PNC Stock Holding History

MBM Wealth Consultants’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
Q4 		– Sell
-6,568
Closed -$921K – 217
2019
Q3 		$921K Sell
6,568
-52
-0.8% -$7.05K 0.72% 30
2019
Q2 		$909K Sell
6,620
-545
-8% -$72K 0.76% 29
2019
Q1 		$879K Sell
7,165
-149
-2% -$18.4K 0.77% 30
2018
Q4 		$855K Buy
+7,314
New +$933K 0.83% 29

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

MBM Wealth Consultants's PNC Position: Q4 2019 in Review

MBM Wealth Consultants sold out of PNC Financial Services (PNC) in Q4 2019, closing a stake of 6,568 shares — an estimated $921K sold.

MBM Wealth Consultants first reported a position in PNC in Q4 2018 and held it in 4 quarters. The position peaked at $921K in Q3 2019. 1,341 funds tracked by Wall St. Rank hold PNC as of Q4 2019.

  • MBM Wealth Consultants reported no remaining PNC Financial Services position as of Q4 2019 after selling out during the quarter.
  • MBM Wealth Consultants sold 6,568 PNC Financial Services shares in Q4 2019, an estimated $921K.
  • MBM Wealth Consultants first reported a position in PNC Financial Services in Q4 2018 and held it in 4 quarters.
  • MBM Wealth Consultants's PNC Financial Services position peaked at $921K in Q3 2019.
  • 1,341 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2019.

Based on MBM Wealth Consultants's 13F filing for Q4 2019, filed 11 Feb 2020.