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Pinnacle Wealth Planning Services’s BayCom BCML Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BCML Stock Details BCML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-347
Closed -$5K – 517
2020
Q4 		$5K Buy
+347
New +$4.72K ﹤0.01% 1637

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EC
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of BayCom (BCML) in Q1 2021, closing a stake of 347 shares — an estimated $5K sold.

Pinnacle Wealth Planning Services first reported a position in BCML in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 62 funds tracked by Wall St. Rank hold BCML as of Q1 2021.

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

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