PWPS
KAMN

Pinnacle Wealth Planning Services’s Kaman Corp KAMN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio KAMN Stock Details KAMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-716
Closed -$41K – 2093
2020
Q4 		$41K Buy
+716
New +$35.2K 0.01% 886

Other funds holding KAMN

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Kaman Corp (KAMN) in Q1 2021, closing a stake of 716 shares — an estimated $41K sold.

Pinnacle Wealth Planning Services first reported a position in KAMN in Q4 2020 and held it in 1 quarter. The position peaked at $41K in Q4 2020. 173 funds tracked by Wall St. Rank hold KAMN as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Kaman Corp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 716 Kaman Corp shares in Q1 2021, an estimated $41K.
  • Pinnacle Wealth Planning Services first reported a position in Kaman Corp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Kaman Corp position peaked at $41K in Q4 2020.
  • 173 funds tracked by Wall St. Rank held Kaman Corp as of Q1 2021.

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