M
PC

MOTCO’s PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) PC Stock Holding History

MOTCO’s Portfolio PC Stock Details PC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$2.25K – 821
2023
Q3 		$2.25K Buy
200
+124
+163% +$1.4K ﹤0.01% 625
2023
Q2 		$922 Buy
+76
New +$922 ﹤0.01% 779
2015
Q3 		– Sell
-725
Closed -$10K – 640
2015
Q2 		$10K Hold
725
– – ﹤0.01% 451
2015
Q1 		$10K Hold
725
– – ﹤0.01% 445
2014
Q4 		$9K Buy
+725
New +$9K ﹤0.01% 490

Other funds holding PC

NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
ELC
Edgar Lomax Company Kingstowne, Virginia $1.4B AUM 20.67% 1-Year Est. Return
SC
Sawyer & Company Boston, Massachusetts $260M AUM 15.96% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
KLWA
Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

MOTCO's PC Position: Q4 2023 in Review

MOTCO sold out of PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) (PC) in Q4 2023, closing a stake of 200 shares — an estimated $2.25K sold.

MOTCO first reported a position in PC in Q4 2014 and held it in 5 quarters. The position peaked at $10K in Q2 2015. 14 funds tracked by Wall St. Rank hold PC as of Q4 2023.

  • MOTCO reported no remaining PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) position as of Q4 2023 after selling out during the quarter.
  • MOTCO sold 200 PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) shares in Q4 2023, an estimated $2.25K.
  • MOTCO first reported a position in PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) in Q4 2014 and held it in 5 quarters.
  • MOTCO's PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) position peaked at $10K in Q2 2015.
  • 14 funds tracked by Wall St. Rank held PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) as of Q4 2023.

Based on MOTCO's 13F filing for Q4 2023, filed 9 Feb 2024.