Telemus Capital’s Penumbra PEN Stock Holding History

Telemus Capital’s Portfolio PEN Stock Details PEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,500	Closed	-$321K	–	417
2020 Q3	$321K	Buy	+1,500	New	+$316K	0.02%	361

Other funds holding PEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Telemus Capital's PEN Position: Q4 2020 in Review

Telemus Capital sold out of Penumbra (PEN) in Q4 2020, closing a stake of 1,500 shares — an estimated $321K sold.

Telemus Capital first reported a position in PEN in Q3 2020 and held it in 1 quarter. The position peaked at $321K in Q3 2020. 263 funds tracked by Wall St. Rank hold PEN as of Q4 2020.

Telemus Capital reported no remaining Penumbra position as of Q4 2020 after selling out during the quarter.
Telemus Capital sold 1,500 Penumbra shares in Q4 2020, an estimated $321K.
Telemus Capital first reported a position in Penumbra in Q3 2020 and held it in 1 quarter.
Telemus Capital's Penumbra position peaked at $321K in Q3 2020.
263 funds tracked by Wall St. Rank held Penumbra as of Q4 2020.

Based on Telemus Capital's 13F filing for Q4 2020, filed 28 Jan 2021.