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Pinnacle Wealth Planning Services’s Metropolitan Bank Holding Corp MCB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MCB Stock Details MCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-469
Closed -$17K – 1280
2020
Q4 		$17K Buy
+469
New +$15.2K ﹤0.01% 1218

Other funds holding MCB

EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Metropolitan Bank Holding Corp (MCB) in Q1 2021, closing a stake of 469 shares — an estimated $17K sold.

Pinnacle Wealth Planning Services first reported a position in MCB in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 100 funds tracked by Wall St. Rank hold MCB as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Metropolitan Bank Holding Corp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 469 Metropolitan Bank Holding Corp shares in Q1 2021, an estimated $17K.
  • Pinnacle Wealth Planning Services first reported a position in Metropolitan Bank Holding Corp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Metropolitan Bank Holding Corp position peaked at $17K in Q4 2020.
  • 100 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q1 2021.

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