Pinnacle Summer Investments’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$1K	Hold	59	–	–	﹤0.01%	761
2015 Q3	$1K	Hold	59	–	–	﹤0.01%	978
2015 Q2	$2K	Hold	59	–	–	﹤0.01%	697
2015 Q1	$2K	Sell	59 -346	-85%	-$8.72K	﹤0.01%	957
2014 Q4	$10K	Buy	405 +1	+0.2%	+$25	﹤0.01%	816
2014 Q3	$10K	Sell	404 -441	-52%	-$11.1K	﹤0.01%	826
2014 Q2	$21K	Sell	845 -115	-12%	-$2.87K	﹤0.01%	649
2014 Q1	$24K	Hold	960	–	–	﹤0.01%	563
2013 Q4	$24K	Sell	960 -306	-24%	-$8.06K	﹤0.01%	569
2013 Q3	$33K	Hold	1,266	–	–	0.01%	489
2013 Q2	$33K	Buy	+1,266	New	+$32.8K	0.01%	436

Other funds holding CYB

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

Jane Street New York $777B AUM 61.18% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

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

Pinnacle Summer Investments held its WisdomTree Chinese Yuan Strategy Fund (CYB) position steady in Q4 2015 at 59 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Pinnacle Summer Investments first reported a position in CYB in Q2 2013 and has held it in 11 quarters since. The position peaked at $33K in Q3 2013. 18 funds tracked by Wall St. Rank hold CYB as of Q4 2015.

Pinnacle Summer Investments held 59 shares of WisdomTree Chinese Yuan Strategy Fund worth $1K as of Q4 2015.
Pinnacle Summer Investments left its WisdomTree Chinese Yuan Strategy Fund share count unchanged in Q4 2015.
WisdomTree Chinese Yuan Strategy Fund made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #761 holding.
Pinnacle Summer Investments first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's WisdomTree Chinese Yuan Strategy Fund position peaked at $33K in Q3 2013.
18 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q4 2015.

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