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Tower View Wealth Management’s PNC Financial Services PNC Stock Holding History

Tower View Wealth Management’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
2018
Q3 		– Sell
-14,076
Closed -$1.9M – 164
2018
Q2 		$1.9M Buy
14,076
+155
+1% +$22.6K 1.79% 18
2018
Q1 		$2.1M Buy
13,921
+10
+0.1% +$1.55K 2.1% 15
2017
Q4 		$2.01M Buy
+13,911
New +$1.92M 1.85% 18

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tower View Wealth Management's PNC Position: Q3 2018 in Review

Tower View Wealth Management sold out of PNC Financial Services (PNC) in Q3 2018, closing a stake of 14,076 shares — an estimated $1.9M sold.

Tower View Wealth Management first reported a position in PNC in Q4 2017 and held it in 3 quarters. The position peaked at $2.1M in Q1 2018. 1,207 funds tracked by Wall St. Rank hold PNC as of Q3 2018.

  • Tower View Wealth Management reported no remaining PNC Financial Services position as of Q3 2018 after selling out during the quarter.
  • Tower View Wealth Management sold 14,076 PNC Financial Services shares in Q3 2018, an estimated $1.9M.
  • Tower View Wealth Management first reported a position in PNC Financial Services in Q4 2017 and held it in 3 quarters.
  • Tower View Wealth Management's PNC Financial Services position peaked at $2.1M in Q1 2018.
  • 1,207 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2018.

Based on Tower View Wealth Management's 13F filing for Q3 2018, filed 12 Oct 2018.