PWPS
CCF

Pinnacle Wealth Planning Services’s Chase Corporation CCF Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CCF Stock Details CCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-17
Closed -$2K – 2112
2020
Q4 		$2K Buy
+17
New +$1.78K ﹤0.01% 2014

Other funds holding CCF

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Chase Corporation (CCF) in Q1 2021, closing a stake of 17 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in CCF in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 110 funds tracked by Wall St. Rank hold CCF as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Chase Corporation position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 17 Chase Corporation shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Chase Corporation in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Chase Corporation position peaked at $2K in Q4 2020.
  • 110 funds tracked by Wall St. Rank held Chase Corporation as of Q1 2021.

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