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Planning Solutions Group’s PNC Financial Services PNC Stock Holding History

Planning Solutions Group’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
Q2 		$511K Sell
3,726
-21
-0.6% -$2.78K 0.26% 72
2019
Q1 		$460K Buy
3,747
+195
+5% +$24.1K 0.25% 79
2018
Q4 		$415K Buy
+3,552
New +$453K 0.25% 77

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Planning Solutions Group's PNC Position: Q2 2019 in Review

Planning Solutions Group reduced its PNC Financial Services (PNC) stake by 0.56% in Q2 2019, selling an estimated $2.78K and leaving 3,726 shares worth $511K. The position accounts for 0.26% of the portfolio, ranked #72.

Planning Solutions Group first reported a position in PNC in Q4 2018 and has held it in 3 quarters since. 1,206 funds tracked by Wall St. Rank hold PNC as of Q2 2019.

  • Planning Solutions Group held 3,726 shares of PNC Financial Services worth $511K as of Q2 2019.
  • Planning Solutions Group sold 21 PNC Financial Services shares in Q2 2019, an estimated $2.78K.
  • PNC Financial Services made up 0.26% of Planning Solutions Group's portfolio in Q2 2019, its #72 holding.
  • Planning Solutions Group first reported a position in PNC Financial Services in Q4 2018 and has held it in 3 quarters since.
  • 1,206 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.