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Pinnacle Summer Investments’s Education Realty Trust Inc EDR Stock Holding History

Pinnacle Summer Investments’s Portfolio EDR Stock Details EDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,817
Closed -$48K – 1025
2013
Q4 		$48K Buy
1,817
+45
+3% +$1.21K 0.01% 480
2013
Q3 		$48K Sell
1,772
-8,178
-82% -$232K 0.01% 435
2013
Q2 		$305K Buy
+9,950
New +$318K 0.08% 175

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of Education Realty Trust Inc (EDR) in Q1 2014, closing a stake of 1,817 shares — an estimated $48K sold.

Pinnacle Summer Investments first reported a position in EDR in Q2 2013 and held it in 3 quarters. The position peaked at $305K in Q2 2013. 167 funds tracked by Wall St. Rank hold EDR as of Q1 2014.

  • Pinnacle Summer Investments reported no remaining Education Realty Trust Inc position as of Q1 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 1,817 Education Realty Trust Inc shares in Q1 2014, an estimated $48K.
  • Pinnacle Summer Investments first reported a position in Education Realty Trust Inc in Q2 2013 and held it in 3 quarters.
  • Pinnacle Summer Investments's Education Realty Trust Inc position peaked at $305K in Q2 2013.
  • 167 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q1 2014.

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