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Pinnacle Summer Investments’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Pinnacle Summer Investments’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$11K Sell
232
-41
-15% -$1.98K ﹤0.01% 541
2015
Q3 		$13K Hold
273
– – ﹤0.01% 698
2015
Q2 		$14K Buy
+273
New +$15.1K ﹤0.01% 488
2013
Q4 		– Sell
-75
Closed -$4K – 972
2013
Q3 		$4K Buy
+75
New +$3.9K ﹤0.01% 787

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

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

Pinnacle Summer Investments reduced its iShares MSCI EAFE Value ETF (EFV) stake by 15% in Q4 2015, selling an estimated $1.98K and leaving 232 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Pinnacle Summer Investments first reported a position in EFV in Q3 2013 and has held it in 4 quarters since. The position peaked at $14K in Q2 2015. 193 funds tracked by Wall St. Rank hold EFV as of Q4 2015.

  • Pinnacle Summer Investments held 232 shares of iShares MSCI EAFE Value ETF worth $11K as of Q4 2015.
  • Pinnacle Summer Investments sold 41 iShares MSCI EAFE Value ETF shares in Q4 2015, an estimated $1.98K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #541 holding.
  • Pinnacle Summer Investments first reported a position in iShares MSCI EAFE Value ETF in Q3 2013 and has held it in 4 quarters since.
  • Pinnacle Summer Investments's iShares MSCI EAFE Value ETF position peaked at $14K in Q2 2015.
  • 193 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2015.

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