PWPS
MRC

Pinnacle Wealth Planning Services’s MRC Global MRC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MRC Stock Details MRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,847
Closed -$19K – 1327
2020
Q4 		$19K Buy
+2,847
New +$15.7K ﹤0.01% 1174

Other funds holding MRC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of MRC Global (MRC) in Q1 2021, closing a stake of 2,847 shares — an estimated $19K sold.

Pinnacle Wealth Planning Services first reported a position in MRC in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 142 funds tracked by Wall St. Rank hold MRC as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining MRC Global position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2,847 MRC Global shares in Q1 2021, an estimated $19K.
  • Pinnacle Wealth Planning Services first reported a position in MRC Global in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's MRC Global position peaked at $19K in Q4 2020.
  • 142 funds tracked by Wall St. Rank held MRC Global as of Q1 2021.

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