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Capital Asset Advisory Services’s Palomar PLMR Stock Holding History

Capital Asset Advisory Services’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-78
Closed -$7K – 1281
2020
Q4 		$7K Buy
+78
New +$6.56K ﹤0.01% 1188

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AAMU
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Asset Advisory Services's PLMR Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Palomar (PLMR) in Q1 2021, closing a stake of 78 shares — an estimated $7K sold.

Capital Asset Advisory Services first reported a position in PLMR in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 175 funds tracked by Wall St. Rank hold PLMR as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Palomar position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 78 Palomar shares in Q1 2021, an estimated $7K.
  • Capital Asset Advisory Services first reported a position in Palomar in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Palomar position peaked at $7K in Q4 2020.
  • 175 funds tracked by Wall St. Rank held Palomar as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.