Telemus Capital’s Palomar PLMR Stock Holding History

Telemus Capital’s Portfolio PLMR Stock Details PLMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-5,000	Closed	-$455K	–	419
2020 Q3	$455K	Hold	5,000	–	–	0.03%	317
2020 Q2	$454K	Buy	+5,000	New	+$332K	0.04%	291
2020 Q1	–	Sell	-22,500	Closed	-$1.14M	–	416
2019 Q4	$1.14M	Buy	+22,500	New	+$1.05M	0.09%	175

Other funds holding PLMR

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Telemus Capital's PLMR Position: Q4 2020 in Review

Telemus Capital sold out of Palomar (PLMR) in Q4 2020, closing a stake of 5,000 shares — an estimated $455K sold.

Telemus Capital first reported a position in PLMR in Q4 2019 and held it in 3 quarters. The position peaked at $1.14M in Q4 2019. 190 funds tracked by Wall St. Rank hold PLMR as of Q4 2020.

Telemus Capital reported no remaining Palomar position as of Q4 2020 after selling out during the quarter.
Telemus Capital sold 5,000 Palomar shares in Q4 2020, an estimated $455K.
Telemus Capital first reported a position in Palomar in Q4 2019 and held it in 3 quarters.
Telemus Capital's Palomar position peaked at $1.14M in Q4 2019.
190 funds tracked by Wall St. Rank held Palomar as of Q4 2020.

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