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O'Brien Wealth Partners’s PNC Financial Services PNC Stock Holding History

O'Brien 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
Q2 		– Sell
-25
Closed -$4K – 159
2018
Q1 		$4K Buy
+25
New +$3.88K ﹤0.01% 147

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

O'Brien Wealth Partners's PNC Position: Q2 2018 in Review

O'Brien Wealth Partners sold out of PNC Financial Services (PNC) in Q2 2018, closing a stake of 25 shares — an estimated $4K sold.

O'Brien Wealth Partners first reported a position in PNC in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 1,206 funds tracked by Wall St. Rank hold PNC as of Q2 2018.

  • O'Brien Wealth Partners reported no remaining PNC Financial Services position as of Q2 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 25 PNC Financial Services shares in Q2 2018, an estimated $4K.
  • O'Brien Wealth Partners first reported a position in PNC Financial Services in Q1 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's PNC Financial Services position peaked at $4K in Q1 2018.
  • 1,206 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2018.

Based on O'Brien Wealth Partners's 13F filing for Q2 2018, filed 11 Jul 2018.