PWP
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Private Wealth Partners’s PNC Financial Services PNC Stock Holding History

Private 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
Q4 		– Sell
-34,816
Closed -$4.74M – 113
2018
Q3 		$4.74M Sell
34,816
-15,855
-31% -$2.25M 0.72% 45
2018
Q2 		$6.85M Buy
+50,671
New +$7.39M 1.15% 27

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Private Wealth Partners's PNC Position: Q4 2018 in Review

Private Wealth Partners sold out of PNC Financial Services (PNC) in Q4 2018, closing a stake of 34,816 shares — an estimated $4.74M sold.

Private Wealth Partners first reported a position in PNC in Q2 2018 and held it in 2 quarters. The position peaked at $6.85M in Q2 2018. 1,197 funds tracked by Wall St. Rank hold PNC as of Q4 2018.

  • Private Wealth Partners reported no remaining PNC Financial Services position as of Q4 2018 after selling out during the quarter.
  • Private Wealth Partners sold 34,816 PNC Financial Services shares in Q4 2018, an estimated $4.74M.
  • Private Wealth Partners first reported a position in PNC Financial Services in Q2 2018 and held it in 2 quarters.
  • Private Wealth Partners's PNC Financial Services position peaked at $6.85M in Q2 2018.
  • 1,197 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2018.

Based on Private Wealth Partners's 13F filing for Q4 2018, filed 13 Feb 2019.