PWPS
SJR

Pinnacle Wealth Planning Services’s Shaw Communications Inc. SJR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SJR Stock Details SJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-512
Closed -$9K – 2139
2020
Q4 		$9K Buy
+512
New +$9.03K ﹤0.01% 1445

Other funds holding SJR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Shaw Communications Inc. (SJR) in Q1 2021, closing a stake of 512 shares — an estimated $9K sold.

Pinnacle Wealth Planning Services first reported a position in SJR in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 215 funds tracked by Wall St. Rank hold SJR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Shaw Communications Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 512 Shaw Communications Inc. shares in Q1 2021, an estimated $9K.
  • Pinnacle Wealth Planning Services first reported a position in Shaw Communications Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Shaw Communications Inc. position peaked at $9K in Q4 2020.
  • 215 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q1 2021.

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