Nelson Capital Management’s PACCAR PCAR Stock Holding History

Nelson Capital 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
2017 Q2	–	Sell	-150	Closed	-$7K	–	297
2017 Q1	$7K	Hold	150	–	–	﹤0.01%	224
2016 Q4	$6K	Hold	150	–	–	﹤0.01%	226
2016 Q3	$6K	Hold	150	–	–	﹤0.01%	226
2016 Q2	$5K	Hold	150	–	–	﹤0.01%	237
2016 Q1	$5K	Hold	150	–	–	﹤0.01%	227
2015 Q4	$5K	Hold	150	–	–	﹤0.01%	227
2015 Q3	$5K	Hold	150	–	–	﹤0.01%	231
2015 Q2	$6K	Hold	150	–	–	﹤0.01%	229
2015 Q1	$6K	Hold	150	–	–	﹤0.01%	229
2014 Q4	$7K	Hold	150	–	–	﹤0.01%	252
2014 Q3	$6K	Hold	150	–	–	﹤0.01%	269
2014 Q2	$6K	Hold	150	–	–	﹤0.01%	265
2014 Q1	$7K	Hold	150	–	–	﹤0.01%	219
2013 Q4	$6K	Hold	150	–	–	﹤0.01%	208
2013 Q3	$6K	Hold	150	–	–	﹤0.01%	198
2013 Q2	$5K	Buy	+150	New	+$5.17K	﹤0.01%	200

Other funds holding PCAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nelson Capital Management's PCAR Position: Q2 2017 in Review

Nelson Capital Management sold out of PACCAR (PCAR) in Q2 2017, closing a stake of 150 shares — an estimated $7K sold.

Nelson Capital Management first reported a position in PCAR in Q2 2013 and held it in 16 quarters. The position peaked at $7K in Q1 2017. 529 funds tracked by Wall St. Rank hold PCAR as of Q2 2017.

Nelson Capital Management reported no remaining PACCAR position as of Q2 2017 after selling out during the quarter.
Nelson Capital Management sold 150 PACCAR shares in Q2 2017, an estimated $7K.
Nelson Capital Management first reported a position in PACCAR in Q2 2013 and held it in 16 quarters.
Nelson Capital Management's PACCAR position peaked at $7K in Q1 2017.
529 funds tracked by Wall St. Rank held PACCAR as of Q2 2017.

Based on Nelson Capital Management's 13F filing for Q2 2017, filed 11 Aug 2017.