PAS
PCAR icon

Partnervest Advisory Services’s PACCAR PCAR Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-380
Closed -$16K – 602
2014
Q2 		$16K Hold
380
– – 0.01% 590
2014
Q1 		$17K Buy
380
+77
+25% +$3.17K 0.01% 547
2013
Q4 		$12K Buy
303
+150
+98% +$5.68K 0.01% 605
2013
Q3 		$6K Sell
153
-39
-20% -$1.45K ﹤0.01% 759
2013
Q2 		$7K Buy
+192
New +$6.62K ﹤0.01% 668

Other funds holding PCAR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Partnervest Advisory Services's PCAR Position: Q3 2014 in Review

Partnervest Advisory Services sold out of PACCAR (PCAR) in Q3 2014, closing a stake of 380 shares — an estimated $16K sold.

Partnervest Advisory Services first reported a position in PCAR in Q2 2013 and held it in 5 quarters. The position peaked at $17K in Q1 2014. 446 funds tracked by Wall St. Rank hold PCAR as of Q3 2014.

  • Partnervest Advisory Services reported no remaining PACCAR position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 380 PACCAR shares in Q3 2014, an estimated $16K.
  • Partnervest Advisory Services first reported a position in PACCAR in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's PACCAR position peaked at $17K in Q1 2014.
  • 446 funds tracked by Wall St. Rank held PACCAR as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.