Pinnacle Advisory Group’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Pinnacle Advisory Group’s Portfolio IDGT Stock Details IDGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-10,947	Closed	-$478K	–	196
2016 Q4	$478K	Buy	+10,947	New	+$462K	0.03%	112
2016 Q3	–	Sell	-10,947	Closed	-$382K	–	134
2016 Q2	$382K	Sell	10,947 -686	-6%	-$24.3K	0.03%	85
2016 Q1	$425K	Buy	11,633 +250	+2%	+$8.51K	0.04%	65
2015 Q4	$422K	Hold	11,383	–	–	0.04%	63
2015 Q3	$409K	Buy	+11,383	New	+$428K	0.04%	56
2015 Q2	–	Sell	-34,993	Closed	-$1.32M	–	122
2015 Q1	$1.32M	Sell	34,993 -65	-0.2%	-$2.42K	0.12%	45
2014 Q4	$1.3M	Buy	+35,058	New	+$1.23M	0.12%	48
2014 Q3	–	Sell	-38,169	Closed	-$1.34M	–	137
2014 Q2	$1.34M	Buy	+38,169	New	+$1.3M	0.16%	35
2014 Q1	–	Sell	-38,563	Closed	-$1.24M	–	114
2013 Q4	$1.24M	Sell	38,563 -60,046	-61%	-$1.83M	0.15%	30
2013 Q3	$2.98M	Buy	+98,609	New	+$2.98M	0.35%	30

Other funds holding IDGT

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pinnacle Advisory Group's IDGT Position: Q1 2017 in Review

Pinnacle Advisory Group sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q1 2017, closing a stake of 10,947 shares — an estimated $478K sold.

Pinnacle Advisory Group first reported a position in IDGT in Q3 2013 and held it in 10 quarters. The position peaked at $2.98M in Q3 2013. 31 funds tracked by Wall St. Rank hold IDGT as of Q1 2017.

Pinnacle Advisory Group reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q1 2017 after selling out during the quarter.
Pinnacle Advisory Group sold 10,947 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2017, an estimated $478K.
Pinnacle Advisory Group first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q3 2013 and held it in 10 quarters.
Pinnacle Advisory Group's iShares US Digital Infrastructure and Real Estate ETF position peaked at $2.98M in Q3 2013.
31 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2017.

Based on Pinnacle Advisory Group's 13F filing for Q1 2017, filed 24 Apr 2017.