PWPS
MTOR

Pinnacle Wealth Planning Services’s MERITOR, Inc. MTOR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MTOR Stock Details MTOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-158
Closed -$4K – 2188
2020
Q4 		$4K Buy
+158
New +$4.17K ﹤0.01% 1778

Other funds holding MTOR

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of MERITOR, Inc. (MTOR) in Q1 2021, closing a stake of 158 shares — an estimated $4K sold.

Pinnacle Wealth Planning Services first reported a position in MTOR in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 210 funds tracked by Wall St. Rank hold MTOR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining MERITOR, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 158 MERITOR, Inc. shares in Q1 2021, an estimated $4K.
  • Pinnacle Wealth Planning Services first reported a position in MERITOR, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's MERITOR, Inc. position peaked at $4K in Q4 2020.
  • 210 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q1 2021.

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