PWPS
ARDC

Pinnacle Wealth Planning Services’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,347
Closed -$76K – 446
2020
Q4 		$76K Buy
+5,347
New +$71.1K 0.02% 588

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SIA
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Cohen & Steers
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q1 2021, closing a stake of 5,347 shares — an estimated $76K sold.

Pinnacle Wealth Planning Services first reported a position in ARDC in Q4 2020 and held it in 1 quarter. The position peaked at $76K in Q4 2020. 55 funds tracked by Wall St. Rank hold ARDC as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Are Dynamic Credit Allocation Fund position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 5,347 Are Dynamic Credit Allocation Fund shares in Q1 2021, an estimated $76K.
  • Pinnacle Wealth Planning Services first reported a position in Are Dynamic Credit Allocation Fund in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Are Dynamic Credit Allocation Fund position peaked at $76K in Q4 2020.
  • 55 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2021.

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