Squar Milner Financial Services’s PNC Financial Services PNC Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-3,993	Closed	-$420K	–	147
2020 Q2	$420K	Buy	3,993 +3,086	+340%	+$325K	0.24%	118
2020 Q1	$86K	Hold	907	–	–	0.05%	295
2019 Q4	$144K	Sell	907 -3,222	-78%	-$484K	0.07%	257
2019 Q3	$454K	Buy	4,129 +1,932	+88%	+$262K	0.23%	109
2019 Q2	$302K	Buy	2,197 +1,190	+118%	+$157K	0.2%	114
2019 Q1	$123K	Buy	1,007 +160	+19%	+$19.8K	0.09%	235
2018 Q4	$99K	Hold	847	–	–	0.1%	224
2018 Q3	$115K	Sell	847 -1,086	-56%	-$154K	0.1%	223
2018 Q2	$261K	Buy	1,933 +240	+14%	+$35K	0.23%	118
2018 Q1	$256K	Hold	1,693	–	–	0.32%	112
2017 Q4	$270K	Buy	+1,693	New	+$234K	0.33%	109

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Squar Milner Financial Services's PNC Position: Q3 2020 in Review

Squar Milner Financial Services sold out of PNC Financial Services (PNC) in Q3 2020, closing a stake of 3,993 shares — an estimated $420K sold.

Squar Milner Financial Services first reported a position in PNC in Q4 2017 and held it in 11 quarters. The position peaked at $454K in Q3 2019. 1,163 funds tracked by Wall St. Rank hold PNC as of Q3 2020.

Squar Milner Financial Services reported no remaining PNC Financial Services position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,993 PNC Financial Services shares in Q3 2020, an estimated $420K.
Squar Milner Financial Services first reported a position in PNC Financial Services in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's PNC Financial Services position peaked at $454K in Q3 2019.
1,163 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.