PSI
BSV icon

Pinnacle Summer Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Pinnacle Summer Investments’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$12.6M Buy
158,887
+75,249
+90% +$6.02M 1.86% 12
2015
Q3 		$6.71M Sell
83,638
-16,273
-16% -$1.3M 1.15% 16
2015
Q2 		$8.01M Buy
99,911
+1,140
+1% +$91.5K 1.69% 8
2015
Q1 		$7.95M Sell
98,771
-1,260
-1% -$101K 1.1% 13
2014
Q4 		$8.07M Buy
100,031
+46,406
+87% +$3.72M 0.99% 17
2014
Q3 		$4.29M Buy
53,625
+18,876
+54% +$1.51M 0.48% 25
2014
Q2 		$2.79M Buy
+34,749
New +$2.79M 0.32% 37

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

Pinnacle Summer Investments increased its Vanguard Short-Term Bond ETF (BSV) stake by 90% in Q4 2015, buying an estimated $6.02M and bringing the position to 158,887 shares worth $12.6M. The position accounts for 1.86% of the portfolio, ranked #12.

Pinnacle Summer Investments first reported a position in BSV in Q2 2014 and has held it in 7 quarters since. 472 funds tracked by Wall St. Rank hold BSV as of Q4 2015.

  • Pinnacle Summer Investments held 158,887 shares of Vanguard Short-Term Bond ETF worth $12.6M as of Q4 2015.
  • Pinnacle Summer Investments bought 75,249 Vanguard Short-Term Bond ETF shares in Q4 2015, an estimated $6.02M.
  • Vanguard Short-Term Bond ETF made up 1.86% of Pinnacle Summer Investments's portfolio in Q4 2015, its #12 holding.
  • Pinnacle Summer Investments first reported a position in Vanguard Short-Term Bond ETF in Q2 2014 and has held it in 7 quarters since.
  • 472 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2015.

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