Pinnacle Wealth Planning Services’s Carnival PLC CUK Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CUK Stock Details CUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-876	Closed	-$16K	–	727
2020 Q4	$16K	Buy	+876	New	+$13.6K	﹤0.01%	1230
2018 Q4	–	Sell	-5,760	Closed	-$364K	–	157
2018 Q3	$364K	Buy	5,760 +1,446	+34%	+$87.1K	0.33%	98
2018 Q2	$249K	Buy	+4,314	New	+$278K	0.24%	134
2018 Q1	–	Sell	-1,128	Closed	-$74K	–	176
2017 Q4	$74K	Buy	+1,128	New	+$74.8K	0.15%	109

Other funds holding CUK

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Carnival PLC (CUK) in Q1 2021, closing a stake of 876 shares — an estimated $16K sold.

Pinnacle Wealth Planning Services first reported a position in CUK in Q4 2017 and held it in 4 quarters. The position peaked at $364K in Q3 2018. 80 funds tracked by Wall St. Rank hold CUK as of Q1 2021.

Pinnacle Wealth Planning Services reported no remaining Carnival PLC position as of Q1 2021 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 876 Carnival PLC shares in Q1 2021, an estimated $16K.
Pinnacle Wealth Planning Services first reported a position in Carnival PLC in Q4 2017 and held it in 4 quarters.
Pinnacle Wealth Planning Services's Carnival PLC position peaked at $364K in Q3 2018.
80 funds tracked by Wall St. Rank held Carnival PLC as of Q1 2021.

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