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Planning Directions’s PNC Financial Services PNC Stock Holding History

Planning Directions’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
Q3 		– Sell
-5,577
Closed -$753K – 59
2018
Q2 		$753K Hold
5,577
– – 0.73% 28
2018
Q1 		$843K Buy
+5,577
New +$866K 0.83% 26

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Planning Directions's PNC Position: Q3 2018 in Review

Planning Directions sold out of PNC Financial Services (PNC) in Q3 2018, closing a stake of 5,577 shares — an estimated $753K sold.

Planning Directions first reported a position in PNC in Q1 2018 and held it in 2 quarters. The position peaked at $843K in Q1 2018. 1,207 funds tracked by Wall St. Rank hold PNC as of Q3 2018.

  • Planning Directions reported no remaining PNC Financial Services position as of Q3 2018 after selling out during the quarter.
  • Planning Directions sold 5,577 PNC Financial Services shares in Q3 2018, an estimated $753K.
  • Planning Directions first reported a position in PNC Financial Services in Q1 2018 and held it in 2 quarters.
  • Planning Directions's PNC Financial Services position peaked at $843K in Q1 2018.
  • 1,207 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2018.

Based on Planning Directions's 13F filing for Q3 2018, filed 5 Oct 2018.