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Northstar Wealth Partners’s PNC Financial Services PNC Stock Holding History

Northstar Wealth Partners’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
2018
Q1 		– Sell
-1,627
Closed -$236K – 195
2017
Q4 		$236K Hold
1,627
– – 0.21% 113
2017
Q3 		$220K Hold
1,627
– – 0.21% 111
2017
Q2 		$206K Buy
+1,627
New +$196K 0.19% 128

Other funds holding PNC

Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northstar Wealth Partners's PNC Position: Q1 2018 in Review

Northstar Wealth Partners sold out of PNC Financial Services (PNC) in Q1 2018, closing a stake of 1,627 shares — an estimated $236K sold.

Northstar Wealth Partners first reported a position in PNC in Q2 2017 and held it in 3 quarters. The position peaked at $236K in Q4 2017. 1,200 funds tracked by Wall St. Rank hold PNC as of Q1 2018.

  • Northstar Wealth Partners reported no remaining PNC Financial Services position as of Q1 2018 after selling out during the quarter.
  • Northstar Wealth Partners sold 1,627 PNC Financial Services shares in Q1 2018, an estimated $236K.
  • Northstar Wealth Partners first reported a position in PNC Financial Services in Q2 2017 and held it in 3 quarters.
  • Northstar Wealth Partners's PNC Financial Services position peaked at $236K in Q4 2017.
  • 1,200 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2018.

Based on Northstar Wealth Partners's 13F filing for Q1 2018, filed 14 May 2018.