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WealthPLAN Partners’s PACCAR PCAR Stock Holding History

WealthPLAN 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
2016
Q3 		$19.8K Sell
501
-498
-50% -$18.9K 0.01% 487
2016
Q2 		$17.3K Buy
+999
New +$36.7K ﹤0.01% 1485

Other funds holding PCAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

WealthPLAN Partners's PCAR Position: Q3 2016 in Review

WealthPLAN Partners reduced its PACCAR (PCAR) stake by 50% in Q3 2016, selling an estimated $18.9K and leaving 501 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #487.

WealthPLAN Partners first reported a position in PCAR in Q2 2016 and has held it in 2 quarters since. 508 funds tracked by Wall St. Rank hold PCAR as of Q3 2016.

  • WealthPLAN Partners held 501 shares of PACCAR worth $19.8K as of Q3 2016.
  • WealthPLAN Partners sold 498 PACCAR shares in Q3 2016, an estimated $18.9K.
  • PACCAR made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #487 holding.
  • WealthPLAN Partners first reported a position in PACCAR in Q2 2016 and has held it in 2 quarters since.
  • 508 funds tracked by Wall St. Rank held PACCAR as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.