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Smith & Howard Wealth Management’s PACCAR PCAR Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-107
Closed -$4K – 167
2013
Q4 		$4K Hold
107
– – ﹤0.01% 229
2013
Q3 		$4K Hold
107
– – ﹤0.01% 230
2013
Q2 		$4K Buy
+107
New +$3.69K ﹤0.01% 210

Other funds holding PCAR

JP Morgan Chase
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

Smith & Howard Wealth Management's PCAR Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of PACCAR (PCAR) in Q1 2014, closing a stake of 107 shares — an estimated $4K sold.

Smith & Howard Wealth Management first reported a position in PCAR in Q2 2013 and held it in 3 quarters. The position peaked at $4K in Q4 2013. 437 funds tracked by Wall St. Rank hold PCAR as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining PACCAR position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 107 PACCAR shares in Q1 2014, an estimated $4K.
  • Smith & Howard Wealth Management first reported a position in PACCAR in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's PACCAR position peaked at $4K in Q4 2013.
  • 437 funds tracked by Wall St. Rank held PACCAR as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.