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Milestone Advisory Partners’s PNC Financial Services PNC Stock Holding History

Milestone Advisory Partners’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
2020
Q1 		– Sell
-1,347
Closed -$215K – 53
2019
Q4 		$215K Buy
+1,347
New +$202K 0.11% 55
2018
Q2 		– Sell
-1,347
Closed -$204K – 49
2018
Q1 		$204K Buy
+1,347
New +$209K 0.15% 47

Other funds holding PNC

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

Milestone Advisory Partners's PNC Position: Q1 2020 in Review

Milestone Advisory Partners sold out of PNC Financial Services (PNC) in Q1 2020, closing a stake of 1,347 shares — an estimated $215K sold.

Milestone Advisory Partners first reported a position in PNC in Q1 2018 and held it in 2 quarters. The position peaked at $215K in Q4 2019. 1,140 funds tracked by Wall St. Rank hold PNC as of Q1 2020.

  • Milestone Advisory Partners reported no remaining PNC Financial Services position as of Q1 2020 after selling out during the quarter.
  • Milestone Advisory Partners sold 1,347 PNC Financial Services shares in Q1 2020, an estimated $215K.
  • Milestone Advisory Partners first reported a position in PNC Financial Services in Q1 2018 and held it in 2 quarters.
  • Milestone Advisory Partners's PNC Financial Services position peaked at $215K in Q4 2019.
  • 1,140 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2020.

Based on Milestone Advisory Partners's 13F filing for Q1 2020, filed 31 Jul 2020.