Stifel Trust’s PACCAR PCAR Stock Holding History

Stifel Trust’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 Q3	$850K	Hold	22,395	–	–	0.16%	125
2014 Q2	$939K	Hold	22,395	–	–	0.18%	120
2014 Q1	$1.01M	Hold	22,395	–	–	0.19%	117
2013 Q4	$884K	Hold	22,395	–	–	0.17%	121
2013 Q3	$832K	Hold	22,395	–	–	0.17%	118
2013 Q2	$802K	Buy	+22,395	New	+$773K	0.17%	113

Other funds holding PCAR

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stifel Trust's PCAR Position: Q3 2014 in Review

Stifel Trust held its PACCAR (PCAR) position steady in Q3 2014 at 22,395 shares worth $850K. The position accounts for 0.16% of the portfolio, ranked #125.

Stifel Trust first reported a position in PCAR in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.01M in Q1 2014. 445 funds tracked by Wall St. Rank hold PCAR as of Q3 2014.

Stifel Trust held 22,395 shares of PACCAR worth $850K as of Q3 2014.
Stifel Trust left its PACCAR share count unchanged in Q3 2014.
PACCAR made up 0.16% of Stifel Trust's portfolio in Q3 2014, its #125 holding.
Stifel Trust first reported a position in PACCAR in Q2 2013 and has held it in 6 quarters since.
Stifel Trust's PACCAR position peaked at $1.01M in Q1 2014.
445 funds tracked by Wall St. Rank held PACCAR as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.