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MinichMacGregor Wealth Management’s PACCAR PCAR Stock Holding History

MinichMacGregor Wealth Management’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
2018
Q1 		– Sell
-21
Closed – – 545
2017
Q4 		$0 Hold
21
– – ﹤0.01% 516
2017
Q3 		$1K Hold
21
– – ﹤0.01% 446
2017
Q2 		$0 Hold
21
– – ﹤0.01% 508
2017
Q1 		$0 Buy
21
+9
+75% +$405 ﹤0.01% 493
2016
Q4 		$0 Buy
+12
New +$484 ﹤0.01% 492

Other funds holding PCAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MinichMacGregor Wealth Management's PCAR Position: Q1 2018 in Review

MinichMacGregor Wealth Management sold out of PACCAR (PCAR) in Q1 2018, closing a stake of 21 shares.

MinichMacGregor Wealth Management first reported a position in PCAR in Q4 2016 and held it in 5 quarters. The position peaked at $1K in Q3 2017. 604 funds tracked by Wall St. Rank hold PCAR as of Q1 2018.

  • MinichMacGregor Wealth Management reported no remaining PACCAR position as of Q1 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 21 PACCAR shares in Q1 2018.
  • MinichMacGregor Wealth Management first reported a position in PACCAR in Q4 2016 and held it in 5 quarters.
  • MinichMacGregor Wealth Management's PACCAR position peaked at $1K in Q3 2017.
  • 604 funds tracked by Wall St. Rank held PACCAR as of Q1 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2018, filed 3 Jul 2018.