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WFG Advisors’s PNC Financial Services PNC Stock Holding History

WFG Advisors’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
2017
Q2 		$80K Buy
637
+58
+10% +$7K 0.02% 580
2017
Q1 		$70K Sell
579
-419
-42% -$51.3K 0.02% 581
2016
Q4 		$117K Sell
998
-14
-1% -$1.46K 0.03% 488
2016
Q3 		$91K Sell
1,012
-170
-14% -$14.6K 0.02% 542
2016
Q2 		$96K Buy
1,182
+170
+17% +$14.6K 0.03% 506
2016
Q1 		$86K Buy
1,012
+25
+3% +$2.13K 0.02% 513
2015
Q4 		$94K Sell
987
-440
-31% -$40.9K 0.03% 485
2015
Q3 		$127K Sell
1,427
-89
-6% -$8.37K 0.04% 402
2015
Q2 		$145K Buy
1,516
+502
+50% +$47.5K 0.04% 427
2015
Q1 		$95K Sell
1,014
-5,283
-84% -$477K 0.03% 547
2014
Q4 		$574K Sell
6,297
-2,072
-25% -$180K 0.12% 195
2014
Q3 		$716K Sell
8,369
-10
-0.1% -$850 0.14% 183
2014
Q2 		$746K Buy
8,379
+110
+1% +$9.39K 0.14% 181
2014
Q1 		$719K Sell
8,269
-473
-5% -$38.6K 0.14% 178
2013
Q4 		$678K Buy
8,742
+294
+3% +$22K 0.1% 242
2013
Q3 		$612K Buy
8,448
+340
+4% +$25.4K 0.09% 242
2013
Q2 		$591K Buy
+8,108
New +$562K 0.1% 236

Other funds holding PNC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WFG Advisors's PNC Position: Q2 2017 in Review

WFG Advisors increased its PNC Financial Services (PNC) stake by 10% in Q2 2017, buying an estimated $7K and bringing the position to 637 shares worth $80K. The position accounts for 0.02% of the portfolio, ranked #580.

WFG Advisors first reported a position in PNC in Q2 2013 and has held it in 17 quarters since. The position peaked at $746K in Q2 2014. 1,064 funds tracked by Wall St. Rank hold PNC as of Q2 2017.

  • WFG Advisors held 637 shares of PNC Financial Services worth $80K as of Q2 2017.
  • WFG Advisors bought 58 PNC Financial Services shares in Q2 2017, an estimated $7K.
  • PNC Financial Services made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #580 holding.
  • WFG Advisors first reported a position in PNC Financial Services in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's PNC Financial Services position peaked at $746K in Q2 2014.
  • 1,064 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.