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WFG Advisors’s PACCAR PCAR Stock Holding History

WFG Advisors’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
2014
Q1 		– Sell
-600
Closed -$24K – 2163
2013
Q4 		$24K Sell
600
-656
-52% -$24.8K ﹤0.01% 1275
2013
Q3 		$47K Sell
1,256
-1,422
-53% -$52.9K 0.01% 952
2013
Q2 		$96K Buy
+2,678
New +$92.4K 0.02% 679

Other funds holding PCAR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

WFG Advisors's PCAR Position: Q1 2014 in Review

WFG Advisors sold out of PACCAR (PCAR) in Q1 2014, closing a stake of 600 shares — an estimated $24K sold.

WFG Advisors first reported a position in PCAR in Q2 2013 and held it in 3 quarters. The position peaked at $96K in Q2 2013. 437 funds tracked by Wall St. Rank hold PCAR as of Q1 2014.

  • WFG Advisors reported no remaining PACCAR position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 600 PACCAR shares in Q1 2014, an estimated $24K.
  • WFG Advisors first reported a position in PACCAR in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's PACCAR position peaked at $96K in Q2 2013.
  • 437 funds tracked by Wall St. Rank held PACCAR as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.