UCFA
PNC.WS

United Capital Financial Advisors’s PNC Financial Services Group Inc PNC.WS Stock Holding History

United Capital Financial Advisors’s Portfolio PNC.WS Stock Details PNC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,835
Closed -$361K – 1348
2017
Q1 		$361K Sell
6,835
-16,803
-71% -$929K ﹤0.01% 989
2016
Q4 		$1.17M Sell
23,638
-25,312
-52% -$933K 0.01% 708
2016
Q3 		$1.15M Hold
48,950
– – 0.01% 737
2016
Q2 		$832K Sell
48,950
-900
-2% -$18.8K 0.01% 785
2016
Q1 		$1.01M Sell
49,850
-6,500
-12% -$136K 0.01% 691
2015
Q4 		$1.62M Sell
56,350
-2,600
-4% -$69.7K 0.02% 585
2015
Q3 		$1.44M Buy
58,950
+5,400
+10% +$151K 0.02% 600
2015
Q2 		$1.54M Buy
53,550
+6,000
+13% +$165K 0.02% 637
2015
Q1 		$1.19M Sell
47,550
-2,000
-4% -$49.4K 0.01% 688
2014
Q4 		$1.24M Buy
49,550
+5,000
+11% +$119K 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 +$756K 0.03% 366
2013
Q3 		– Sell
-34,450
Closed -$520K – 791
2013
Q2 		$520K Buy
+34,450
New +$451K 0.01% 502

Other funds holding PNC.WS

TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Capital Financial Advisors's PNC.WS Position: Q2 2017 in Review

United Capital Financial Advisors sold out of PNC Financial Services Group Inc (PNC.WS) in Q2 2017, closing a stake of 6,835 shares — an estimated $361K sold.

United Capital Financial Advisors first reported a position in PNC.WS in Q2 2013 and held it in 15 quarters. The position peaked at $1.62M in Q4 2015. 28 funds tracked by Wall St. Rank hold PNC.WS as of Q2 2017.

  • United Capital Financial Advisors reported no remaining PNC Financial Services Group Inc position as of Q2 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,835 PNC Financial Services Group Inc shares in Q2 2017, an estimated $361K.
  • United Capital Financial Advisors first reported a position in PNC Financial Services Group Inc in Q2 2013 and held it in 15 quarters.
  • United Capital Financial Advisors's PNC Financial Services Group Inc position peaked at $1.62M in Q4 2015.
  • 28 funds tracked by Wall St. Rank held PNC Financial Services Group Inc as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.