United Capital Financial Advisors’s PNC Financial Services Group Inc PNC.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,835
| Closed | -$361K | – | 1348 |
|
|
2017
Q1 | $361K | Sell |
6,835
-16,803
| -71% | -$887K | ﹤0.01% | 989 |
|
|
2016
Q4 | $1.17M | Sell |
23,638
-25,312
| -52% | -$1.25M | 0.01% | 708 |
|
|
2016
Q3 | $1.15M | Hold |
48,950
| – | – | 0.01% | 737 |
|
|
2016
Q2 | $832K | Sell |
48,950
-900
| -2% | -$15.3K | 0.01% | 785 |
|
|
2016
Q1 | $1.01M | Sell |
49,850
-6,500
| -12% | -$132K | 0.01% | 691 |
|
|
2015
Q4 | $1.62M | Sell |
56,350
-2,600
| -4% | -$74.7K | 0.02% | 585 |
|
|
2015
Q3 | $1.44M | Buy |
58,950
+5,400
| +10% | +$132K | 0.02% | 600 |
|
|
2015
Q2 | $1.54M | Buy |
53,550
+6,000
| +13% | +$172K | 0.02% | 637 |
|
|
2015
Q1 | $1.19M | Sell |
47,550
-2,000
| -4% | -$50.2K | 0.01% | 688 |
|
|
2014
Q4 | $1.24M | Buy |
49,550
+5,000
| +11% | +$125K | 0.02% | 596 |
|
|
2014
Q3 | $1.12M | Hold |
44,550
| – | – | 0.02% | 581 |
|
|
2014
Q2 | $1.16M | Hold |
44,550
| – | – | 0.02% | 529 |
|
|
2014
Q1 | $1.05M | Hold |
44,550
| – | – | 0.02% | 477 |
|
|
2013
Q4 | $791K | Buy |
+44,550
| New | +$791K | 0.03% | 366 |
|
|
2013
Q3 | – | Sell |
-34,450
| Closed | -$520K | – | 791 |
|
|
2013
Q2 | $520K | Buy |
+34,450
| New | +$520K | 0.01% | 502 |
|