PWPS
SNR

Pinnacle Wealth Planning Services’s NEW SENIOR INVESTMENT GROUP INC. SNR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SNR Stock Details SNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-520
Closed -$3K – 2253
2020
Q4 		$3K Buy
+520
New +$2.54K ﹤0.01% 1891

Other funds holding SNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of NEW SENIOR INVESTMENT GROUP INC. (SNR) in Q1 2021, closing a stake of 520 shares — an estimated $3K sold.

Pinnacle Wealth Planning Services first reported a position in SNR in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 132 funds tracked by Wall St. Rank hold SNR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining NEW SENIOR INVESTMENT GROUP INC. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 520 NEW SENIOR INVESTMENT GROUP INC. shares in Q1 2021, an estimated $3K.
  • Pinnacle Wealth Planning Services first reported a position in NEW SENIOR INVESTMENT GROUP INC. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's NEW SENIOR INVESTMENT GROUP INC. position peaked at $3K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held NEW SENIOR INVESTMENT GROUP INC. as of Q1 2021.

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