PSI
BCF

Pinnacle Summer Investments’s BLACKROCK REAL ASSET EQUITY TRUST BCF Stock Holding History

Pinnacle Summer Investments’s Portfolio BCF Stock Details BCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-200
Closed -$2K – 1036
2013
Q4 		$2K Hold
200
– – ﹤0.01% 901
2013
Q3 		$2K Hold
200
– – ﹤0.01% 877
2013
Q2 		$2K Buy
+200
New +$1.93K ﹤0.01% 788

Other funds holding BCF

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Summer Investments's BCF Position: Q1 2014 in Review

Pinnacle Summer Investments sold out of BLACKROCK REAL ASSET EQUITY TRUST (BCF) in Q1 2014, closing a stake of 200 shares — an estimated $2K sold.

Pinnacle Summer Investments first reported a position in BCF in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 59 funds tracked by Wall St. Rank hold BCF as of Q1 2014.

  • Pinnacle Summer Investments reported no remaining BLACKROCK REAL ASSET EQUITY TRUST position as of Q1 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 200 BLACKROCK REAL ASSET EQUITY TRUST shares in Q1 2014, an estimated $2K.
  • Pinnacle Summer Investments first reported a position in BLACKROCK REAL ASSET EQUITY TRUST in Q2 2013 and held it in 3 quarters.
  • Pinnacle Summer Investments's BLACKROCK REAL ASSET EQUITY TRUST position peaked at $2K in Q4 2013.
  • 59 funds tracked by Wall St. Rank held BLACKROCK REAL ASSET EQUITY TRUST as of Q1 2014.

Based on Pinnacle Summer Investments's 13F filing for Q1 2014, filed 16 May 2014.