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Rockefeller Financial Services’s PACCAR PCAR Stock Holding History

Rockefeller Financial 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
2015
Q1 		– Sell
-405
Closed -$18K – 536
2014
Q4 		$18K Buy
+405
New +$17.5K ﹤0.01% 436

Other funds holding PCAR

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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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rockefeller Financial Services's PCAR Position: Q1 2015 in Review

Rockefeller Financial Services sold out of PACCAR (PCAR) in Q1 2015, closing a stake of 405 shares — an estimated $18K sold.

Rockefeller Financial Services first reported a position in PCAR in Q4 2014 and held it in 1 quarter. The position peaked at $18K in Q4 2014. 479 funds tracked by Wall St. Rank hold PCAR as of Q1 2015.

  • Rockefeller Financial Services reported no remaining PACCAR position as of Q1 2015 after selling out during the quarter.
  • Rockefeller Financial Services sold 405 PACCAR shares in Q1 2015, an estimated $18K.
  • Rockefeller Financial Services first reported a position in PACCAR in Q4 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's PACCAR position peaked at $18K in Q4 2014.
  • 479 funds tracked by Wall St. Rank held PACCAR as of Q1 2015.

Based on Rockefeller Financial Services's 13F filing for Q1 2015, filed 5 May 2015.