SMA
PNC icon

Simply Money Advisors’s PNC Financial Services PNC Stock Holding History

Simply Money Advisors’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
2013
Q4 		– Sell
-37
Closed -$3K – 129
2013
Q3 		$3K Sell
37
-38
-51% -$2.84K ﹤0.01% 101
2013
Q2 		$5K Buy
+75
New +$5.2K ﹤0.01% 255

Other funds holding PNC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Simply Money Advisors's PNC Position: Q4 2013 in Review

Simply Money Advisors sold out of PNC Financial Services (PNC) in Q4 2013, closing a stake of 37 shares — an estimated $3K sold.

Simply Money Advisors first reported a position in PNC in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q2 2013. 850 funds tracked by Wall St. Rank hold PNC as of Q4 2013.

  • Simply Money Advisors reported no remaining PNC Financial Services position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 37 PNC Financial Services shares in Q4 2013, an estimated $3K.
  • Simply Money Advisors first reported a position in PNC Financial Services in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's PNC Financial Services position peaked at $5K in Q2 2013.
  • 850 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.