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Swaine & Leidel Wealth Services’s PNC Financial Services PNC Stock Holding History

Swaine & Leidel Wealth 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
2019
Q1 		– Sell
-7,113
Closed -$876K – 61
2018
Q4 		$876K Buy
+7,113
New +$908K 1.39% 33

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

Swaine & Leidel Wealth Services's PNC Position: Q1 2019 in Review

Swaine & Leidel Wealth Services sold out of PNC Financial Services (PNC) in Q1 2019, closing a stake of 7,113 shares — an estimated $876K sold.

Swaine & Leidel Wealth Services first reported a position in PNC in Q4 2018 and held it in 1 quarter. The position peaked at $876K in Q4 2018. 1,200 funds tracked by Wall St. Rank hold PNC as of Q1 2019.

  • Swaine & Leidel Wealth Services reported no remaining PNC Financial Services position as of Q1 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 7,113 PNC Financial Services shares in Q1 2019, an estimated $876K.
  • Swaine & Leidel Wealth Services first reported a position in PNC Financial Services in Q4 2018 and held it in 1 quarter.
  • Swaine & Leidel Wealth Services's PNC Financial Services position peaked at $876K in Q4 2018.
  • 1,200 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2019, filed 13 May 2019.