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Princeton Portfolio Strategies Group’s PACCAR PCAR Stock Holding History

Princeton Portfolio Strategies Group’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
2016
Q4 		– Sell
-6,675
Closed -$262K – 158
2016
Q3 		$262K Sell
6,675
-1,500
-18% -$57.1K 0.08% 130
2016
Q2 		$283K Buy
8,175
+300
+4% +$11K 0.09% 122
2016
Q1 		$287K Hold
7,875
– – 0.1% 123
2015
Q4 		$249K Buy
+7,875
New +$268K 0.09% 125

Other funds holding PCAR

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Princeton Portfolio Strategies Group's PCAR Position: Q4 2016 in Review

Princeton Portfolio Strategies Group sold out of PACCAR (PCAR) in Q4 2016, closing a stake of 6,675 shares — an estimated $262K sold.

Princeton Portfolio Strategies Group first reported a position in PCAR in Q4 2015 and held it in 4 quarters. The position peaked at $287K in Q1 2016. 529 funds tracked by Wall St. Rank hold PCAR as of Q4 2016.

  • Princeton Portfolio Strategies Group reported no remaining PACCAR position as of Q4 2016 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 6,675 PACCAR shares in Q4 2016, an estimated $262K.
  • Princeton Portfolio Strategies Group first reported a position in PACCAR in Q4 2015 and held it in 4 quarters.
  • Princeton Portfolio Strategies Group's PACCAR position peaked at $287K in Q1 2016.
  • 529 funds tracked by Wall St. Rank held PACCAR as of Q4 2016.

Based on Princeton Portfolio Strategies Group's 13F filing for Q4 2016, filed 14 Feb 2017.