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Pinnacle Wealth Planning Services’s El Pollo Loco LOCO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LOCO Stock Details LOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-134
Closed -$3K – 1248
2020
Q4 		$3K Buy
+134
New +$2.25K ﹤0.01% 1833

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of El Pollo Loco (LOCO) in Q1 2021, closing a stake of 134 shares — an estimated $3K sold.

Pinnacle Wealth Planning Services first reported a position in LOCO in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 112 funds tracked by Wall St. Rank hold LOCO as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining El Pollo Loco position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 134 El Pollo Loco shares in Q1 2021, an estimated $3K.
  • Pinnacle Wealth Planning Services first reported a position in El Pollo Loco in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's El Pollo Loco position peaked at $3K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2021.

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