WESPAC Advisors SoCal’s PNC Financial Services PNC Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-150	Closed	-$18K	–	240
2019 Q1	$18K	Hold	150	–	–	0.01%	183
2018 Q4	$17K	Hold	150	–	–	0.01%	198
2018 Q3	$20K	Buy	+150	New	+$21.3K	0.01%	185
2018 Q2	–	Sell	-150	Closed	-$22K	–	208
2018 Q1	$22K	Hold	150	–	–	0.01%	160
2017 Q4	$21K	Hold	150	–	–	0.01%	159
2017 Q3	$20K	Hold	150	–	–	0.01%	166
2017 Q2	$18K	Hold	150	–	–	0.01%	162
2017 Q1	$18K	Sell	150 -155	-51%	-$19K	0.01%	158
2016 Q4	$35.7K	Hold	305	–	–	0.02%	124
2016 Q3	$27.5K	Hold	305	–	–	0.02%	132
2016 Q2	$24.8K	Buy	+305	New	+$26.2K	0.02%	145

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

WESPAC Advisors SoCal's PNC Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of PNC Financial Services (PNC) in Q2 2019, closing a stake of 150 shares — an estimated $18K sold.

WESPAC Advisors SoCal first reported a position in PNC in Q2 2016 and held it in 11 quarters. The position peaked at $35.7K in Q4 2016. 1,206 funds tracked by Wall St. Rank hold PNC as of Q2 2019.

WESPAC Advisors SoCal reported no remaining PNC Financial Services position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 150 PNC Financial Services shares in Q2 2019, an estimated $18K.
WESPAC Advisors SoCal first reported a position in PNC Financial Services in Q2 2016 and held it in 11 quarters.
WESPAC Advisors SoCal's PNC Financial Services position peaked at $35.7K in Q4 2016.
1,206 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.