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Pinnacle Summer Investments’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Pinnacle Summer Investments’s Portfolio EEMS Stock Details EEMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-400
Closed -$19K – 975
2013
Q4 		$19K Hold
400
– – ﹤0.01% 602
2013
Q3 		$18K Hold
400
– – ﹤0.01% 562
2013
Q2 		$18K Buy
+400
New +$19.5K ﹤0.01% 514

Other funds holding EEMS

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LWI
Long Wharf Investors Boston, Massachusetts $127M AUM 18.02% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of iShares MSCI Emerging Markets Small-Cap ETF (EEMS) in Q1 2014, closing a stake of 400 shares — an estimated $19K sold.

Pinnacle Summer Investments first reported a position in EEMS in Q2 2013 and held it in 3 quarters. The position peaked at $19K in Q4 2013. 18 funds tracked by Wall St. Rank hold EEMS as of Q1 2014.

  • Pinnacle Summer Investments reported no remaining iShares MSCI Emerging Markets Small-Cap ETF position as of Q1 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 400 iShares MSCI Emerging Markets Small-Cap ETF shares in Q1 2014, an estimated $19K.
  • Pinnacle Summer Investments first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q2 2013 and held it in 3 quarters.
  • Pinnacle Summer Investments's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $19K in Q4 2013.
  • 18 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q1 2014.

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