PWPS
PTR

Pinnacle Wealth Planning Services’s PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) PTR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PTR Stock Details PTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-319
Closed -$10K – 2179
2020
Q4 		$10K Buy
+319
New +$9.76K ﹤0.01% 1411

Other funds holding PTR

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MWA
Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) (PTR) in Q1 2021, closing a stake of 319 shares — an estimated $10K sold.

Pinnacle Wealth Planning Services first reported a position in PTR in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 86 funds tracked by Wall St. Rank hold PTR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 319 PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) shares in Q1 2021, an estimated $10K.
  • Pinnacle Wealth Planning Services first reported a position in PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) position peaked at $10K in Q4 2020.
  • 86 funds tracked by Wall St. Rank held PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) as of Q1 2021.

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