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Mosaic Family Wealth’s PACCAR PCAR Stock Holding History

Mosaic Family Wealth’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
Q3 		– Sell
-50
Closed -$2K – 673
2018
Q2 		$2K Buy
+50
New +$2.16K ﹤0.01% 643
2016
Q2 		– Sell
-84
Closed -$3K – 812
2016
Q1 		$3K Sell
84
-123
-59% -$4.12K ﹤0.01% 659
2015
Q4 		$6K Buy
+207
New +$7.05K ﹤0.01% 574

Other funds holding PCAR

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mosaic Family Wealth's PCAR Position: Q3 2018 in Review

Mosaic Family Wealth sold out of PACCAR (PCAR) in Q3 2018, closing a stake of 50 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in PCAR in Q4 2015 and held it in 3 quarters. The position peaked at $6K in Q4 2015. 610 funds tracked by Wall St. Rank hold PCAR as of Q3 2018.

  • Mosaic Family Wealth reported no remaining PACCAR position as of Q3 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 50 PACCAR shares in Q3 2018, an estimated $2K.
  • Mosaic Family Wealth first reported a position in PACCAR in Q4 2015 and held it in 3 quarters.
  • Mosaic Family Wealth's PACCAR position peaked at $6K in Q4 2015.
  • 610 funds tracked by Wall St. Rank held PACCAR as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.