PWPS
CET

Pinnacle Wealth Planning Services’s Central Securities Corp CET Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CET Stock Details CET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-130
Closed -$4K – 633
2020
Q4 		$4K Buy
+130
New +$3.94K ﹤0.01% 1714

Other funds holding CET

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Central Securities Corp (CET) in Q1 2021, closing a stake of 130 shares — an estimated $4K sold.

Pinnacle Wealth Planning Services first reported a position in CET in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 57 funds tracked by Wall St. Rank hold CET as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Central Securities Corp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 130 Central Securities Corp shares in Q1 2021, an estimated $4K.
  • Pinnacle Wealth Planning Services first reported a position in Central Securities Corp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Central Securities Corp position peaked at $4K in Q4 2020.
  • 57 funds tracked by Wall St. Rank held Central Securities Corp as of Q1 2021.

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