Nelson Capital Management’s PNC Financial Services PNC Stock Holding History

Nelson Capital Management’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
2019 Q4	–	Sell	-1,094	Closed	-$153K	–	241
2019 Q3	$153K	Buy	1,094 +457	+72%	+$62K	0.04%	103
2019 Q2	$87K	Buy	637 +82	+15%	+$10.8K	0.02%	120
2019 Q1	$68K	Hold	555	–	–	0.02%	120
2018 Q4	$65K	Hold	555	–	–	0.02%	118
2018 Q3	$76K	Hold	555	–	–	0.02%	112
2018 Q2	$75K	Buy	+555	New	+$81K	0.02%	113
2017 Q1	–	Sell	-265	Closed	-$31K	–	265
2016 Q4	$31K	Hold	265	–	–	0.01%	144
2016 Q3	$24K	Sell	265 -125	-32%	-$10.7K	0.01%	169
2016 Q2	$32K	Buy	390 +265	+212%	+$22.8K	0.01%	132
2016 Q1	$11K	Hold	125	–	–	﹤0.01%	193
2015 Q4	$12K	Hold	125	–	–	﹤0.01%	190
2015 Q3	$11K	Hold	125	–	–	﹤0.01%	191
2015 Q2	$12K	Hold	125	–	–	﹤0.01%	201
2015 Q1	$12K	Hold	125	–	–	﹤0.01%	201
2014 Q4	$11K	Hold	125	–	–	﹤0.01%	223
2014 Q3	$11K	Hold	125	–	–	﹤0.01%	229
2014 Q2	$11K	Hold	125	–	–	﹤0.01%	229
2014 Q1	$11K	Buy	+125	New	+$10.2K	﹤0.01%	196

Other funds holding PNC

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Nelson Capital Management's PNC Position: Q4 2019 in Review

Nelson Capital Management sold out of PNC Financial Services (PNC) in Q4 2019, closing a stake of 1,094 shares — an estimated $153K sold.

Nelson Capital Management first reported a position in PNC in Q1 2014 and held it in 18 quarters. The position peaked at $153K in Q3 2019. 1,341 funds tracked by Wall St. Rank hold PNC as of Q4 2019.

Nelson Capital Management reported no remaining PNC Financial Services position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 1,094 PNC Financial Services shares in Q4 2019, an estimated $153K.
Nelson Capital Management first reported a position in PNC Financial Services in Q1 2014 and held it in 18 quarters.
Nelson Capital Management's PNC Financial Services position peaked at $153K in Q3 2019.
1,341 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.