PWPS
STFC

Pinnacle Wealth Planning Services’s State Auto Financial Corp STFC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio STFC Stock Details STFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-714
Closed -$13K – 2322
2020
Q4 		$13K Buy
+714
New +$10.8K ﹤0.01% 1323

Other funds holding STFC

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of State Auto Financial Corp (STFC) in Q1 2021, closing a stake of 714 shares — an estimated $13K sold.

Pinnacle Wealth Planning Services first reported a position in STFC in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 90 funds tracked by Wall St. Rank hold STFC as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining State Auto Financial Corp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 714 State Auto Financial Corp shares in Q1 2021, an estimated $13K.
  • Pinnacle Wealth Planning Services first reported a position in State Auto Financial Corp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's State Auto Financial Corp position peaked at $13K in Q4 2020.
  • 90 funds tracked by Wall St. Rank held State Auto Financial Corp as of Q1 2021.

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