PWPS
AE

Pinnacle Wealth Planning Services’s Adams Resources & Energy Inc AE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AE Stock Details AE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-418
Closed -$10K – 2045
2020
Q4 		$10K Buy
+418
New +$10K ﹤0.01% 1409

Other funds holding AE

Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's AE Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Adams Resources & Energy Inc (AE) in Q1 2021, closing a stake of 418 shares — an estimated $10K sold.

Pinnacle Wealth Planning Services first reported a position in AE in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 42 funds tracked by Wall St. Rank hold AE as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Adams Resources & Energy Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 418 Adams Resources & Energy Inc shares in Q1 2021, an estimated $10K.
  • Pinnacle Wealth Planning Services first reported a position in Adams Resources & Energy Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Adams Resources & Energy Inc position peaked at $10K in Q4 2020.
  • 42 funds tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.