PWPS
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Pinnacle Wealth Planning Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BIL Stock Details BIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,825
Closed -$350K – 539
2020
Q4 		$350K Sell
3,825
-1,885
-33% -$173K 0.08% 166
2020
Q3 		$523K Hold
5,710
– – 0.17% 94
2020
Q2 		$523K Hold
5,710
– – 0.17% 95
2020
Q1 		$523K Sell
5,710
-4,065
-42% -$372K 0.25% 81
2019
Q4 		$893K Buy
9,775
+120
+1% +$11K 0.42% 53
2019
Q3 		$884K Hold
9,655
– – 0.48% 38
2019
Q2 		$884K Hold
9,655
– – 0.53% 33
2019
Q1 		$884K Hold
9,655
– – 0.59% 31
2018
Q4 		$883K Hold
9,655
– – 0.57% 36
2018
Q3 		$884K Sell
9,655
-400
-4% -$36.6K 0.81% 31
2018
Q2 		$921K Buy
+10,055
New +$920K 0.89% 26

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return