PWPS
GWB

Pinnacle Wealth Planning Services’s Great Western Bancorp, Inc. GWB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio GWB Stock Details GWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,100
Closed -$23K – 2225
2020
Q4 		$23K Buy
+1,100
New +$18.1K 0.01% 1113

Other funds holding GWB

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Great Western Bancorp, Inc. (GWB) in Q1 2021, closing a stake of 1,100 shares — an estimated $23K sold.

Pinnacle Wealth Planning Services first reported a position in GWB in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 164 funds tracked by Wall St. Rank hold GWB as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Great Western Bancorp, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,100 Great Western Bancorp, Inc. shares in Q1 2021, an estimated $23K.
  • Pinnacle Wealth Planning Services first reported a position in Great Western Bancorp, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Great Western Bancorp, Inc. position peaked at $23K in Q4 2020.
  • 164 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q1 2021.

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