PWPS
BOCH

Pinnacle Wealth Planning Services’s Bank of Commerce Holdings (CA) BOCH Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BOCH Stock Details BOCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4
Closed – – 2252
2020
Q4 		$0 Buy
+4
New +$35 ﹤0.01% 2341

Other funds holding BOCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Bank of Commerce Holdings (CA) (BOCH) in Q1 2021, closing a stake of 4 shares.

Pinnacle Wealth Planning Services first reported a position in BOCH in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 71 funds tracked by Wall St. Rank hold BOCH as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Bank of Commerce Holdings (CA) position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 4 Bank of Commerce Holdings (CA) shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in Bank of Commerce Holdings (CA) in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Bank of Commerce Holdings (CA) position peaked at $0 in Q4 2020.
  • 71 funds tracked by Wall St. Rank held Bank of Commerce Holdings (CA) as of Q1 2021.

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