PWPS
SLCT

Pinnacle Wealth Planning Services’s Select Bancorp, Inc. SLCT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SLCT Stock Details SLCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,806
Closed -$36K – 2246
2020
Q4 		$36K Buy
+3,806
New +$33.1K 0.01% 939

Other funds holding SLCT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Select Bancorp, Inc. (SLCT) in Q1 2021, closing a stake of 3,806 shares — an estimated $36K sold.

Pinnacle Wealth Planning Services first reported a position in SLCT in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 63 funds tracked by Wall St. Rank hold SLCT as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Select Bancorp, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3,806 Select Bancorp, Inc. shares in Q1 2021, an estimated $36K.
  • Pinnacle Wealth Planning Services first reported a position in Select Bancorp, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Select Bancorp, Inc. position peaked at $36K in Q4 2020.
  • 63 funds tracked by Wall St. Rank held Select Bancorp, Inc. as of Q1 2021.

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