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Taylor Wealth Management Partners’s PACCAR PCAR Stock Holding History

Taylor Wealth Management Partners’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
2019
Q1 		– Sell
-113
Closed -$4K – 96
2018
Q4 		$4K Hold
113
– – ﹤0.01% 105
2018
Q3 		$5K Hold
113
– – ﹤0.01% 118
2018
Q2 		$5K Hold
113
– – ﹤0.01% 125
2018
Q1 		$5K Sell
113
-37
-25% -$1.75K ﹤0.01% 120
2017
Q4 		$7K Hold
150
– – ﹤0.01% 136
2017
Q3 		$7K Hold
150
– – ﹤0.01% 142
2017
Q2 		$7K Hold
150
– – ﹤0.01% 141
2017
Q1 		$7K Buy
+150
New +$6.76K ﹤0.01% 140

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Taylor Wealth Management Partners's PCAR Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of PACCAR (PCAR) in Q1 2019, closing a stake of 113 shares — an estimated $4K sold.

Taylor Wealth Management Partners first reported a position in PCAR in Q1 2017 and held it in 8 quarters. The position peaked at $7K in Q4 2017. 609 funds tracked by Wall St. Rank hold PCAR as of Q1 2019.

  • Taylor Wealth Management Partners reported no remaining PACCAR position as of Q1 2019 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 113 PACCAR shares in Q1 2019, an estimated $4K.
  • Taylor Wealth Management Partners first reported a position in PACCAR in Q1 2017 and held it in 8 quarters.
  • Taylor Wealth Management Partners's PACCAR position peaked at $7K in Q4 2017.
  • 609 funds tracked by Wall St. Rank held PACCAR as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.