PWPS
BRKL

Pinnacle Wealth Planning Services’s Brookline Bancorp BRKL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-72
Closed -$1K – 569
2020
Q4 		$1K Buy
+72
New +$779 ﹤0.01% 2071

Other funds holding BRKL

BlackRock
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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Brookline Bancorp (BRKL) in Q1 2021, closing a stake of 72 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in BRKL in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 166 funds tracked by Wall St. Rank hold BRKL as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Brookline Bancorp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 72 Brookline Bancorp shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Brookline Bancorp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Brookline Bancorp position peaked at $1K in Q4 2020.
  • 166 funds tracked by Wall St. Rank held Brookline Bancorp as of Q1 2021.

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