Pinnacle Summer Investments’s Adams Diversified Equity Fund ADX Stock Holding History

Pinnacle Summer Investments’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$0	Buy	+319	New	+$4.2K	﹤0.01%	771

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

GFM

Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Pinnacle Summer Investments's ADX Position: Q4 2015 in Review

Pinnacle Summer Investments opened a new position in Adams Diversified Equity Fund (ADX) in Q4 2015: 319 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #771 among its holdings.

89 funds tracked by Wall St. Rank hold ADX as of Q4 2015.

Pinnacle Summer Investments held 319 shares of Adams Diversified Equity Fund worth $0 as of Q4 2015.
Adams Diversified Equity Fund was a new Pinnacle Summer Investments position in Q4 2015.
Adams Diversified Equity Fund made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #771 holding.
89 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.