SVWA
PNC icon

Sound View Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Sound View Wealth 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
2019
Q1 		$827K Sell
6,740
-318
-5% -$39.4K 0.26% 101
2018
Q4 		$825K Buy
+7,058
New +$901K 0.3% 91

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

Sound View Wealth Advisors's PNC Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its PNC Financial Services (PNC) stake by 4.5% in Q1 2019, selling an estimated $39.4K and leaving 6,740 shares worth $827K. The position accounts for 0.26% of the portfolio, ranked #101.

Sound View Wealth Advisors first reported a position in PNC in Q4 2018 and has held it in 2 quarters since. 1,200 funds tracked by Wall St. Rank hold PNC as of Q1 2019.

  • Sound View Wealth Advisors held 6,740 shares of PNC Financial Services worth $827K as of Q1 2019.
  • Sound View Wealth Advisors sold 318 PNC Financial Services shares in Q1 2019, an estimated $39.4K.
  • PNC Financial Services made up 0.26% of Sound View Wealth Advisors's portfolio in Q1 2019, its #101 holding.
  • Sound View Wealth Advisors first reported a position in PNC Financial Services in Q4 2018 and has held it in 2 quarters since.
  • 1,200 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.