PWPS
PMBC

Pinnacle Wealth Planning Services’s Pacific Mercantile Bancorp PMBC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PMBC Stock Details PMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,178
Closed -$16K – 2247
2020
Q4 		$16K Buy
+3,178
New +$14K ﹤0.01% 1254

Other funds holding PMBC

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 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 PMBC Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Pacific Mercantile Bancorp (PMBC) in Q1 2021, closing a stake of 3,178 shares — an estimated $16K sold.

Pinnacle Wealth Planning Services first reported a position in PMBC in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 50 funds tracked by Wall St. Rank hold PMBC as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Pacific Mercantile Bancorp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3,178 Pacific Mercantile Bancorp shares in Q1 2021, an estimated $16K.
  • Pinnacle Wealth Planning Services first reported a position in Pacific Mercantile Bancorp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Pacific Mercantile Bancorp position peaked at $16K in Q4 2020.
  • 50 funds tracked by Wall St. Rank held Pacific Mercantile Bancorp as of Q1 2021.

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