Pinnacle Summer Investments’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$102K	Buy	967 +31	+3%	+$3.34K	0.02%	264
2015 Q3	$100K	Sell	936 -31	-3%	-$3.36K	0.02%	388
2015 Q2	$106K	Buy	967 +62	+7%	+$6.94K	0.02%	240
2015 Q1	$101K	Hold	905	–	–	0.01%	403
2014 Q4	$101K	Hold	905	–	–	0.01%	406
2014 Q3	$102K	Hold	905	–	–	0.01%	410
2014 Q2	$105K	Hold	905	–	–	0.01%	390
2014 Q1	$102K	Hold	905	–	–	0.01%	359
2013 Q4	$98K	Buy	+905	New	+$98.8K	0.01%	353
2013 Q3	–	Sell	-3,080	Closed	-$337K	–	947
2013 Q2	$337K	Buy	+3,080	New	+$360K	0.08%	167

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Pinnacle Summer Investments increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 3.3% in Q4 2015, buying an estimated $3.34K and bringing the position to 967 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #264.

Pinnacle Summer Investments first reported a position in EMB in Q2 2013 and has held it in 10 quarters since. The position peaked at $337K in Q2 2013. 310 funds tracked by Wall St. Rank hold EMB as of Q4 2015.

Pinnacle Summer Investments held 967 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $102K as of Q4 2015.
Pinnacle Summer Investments bought 31 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2015, an estimated $3.34K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Pinnacle Summer Investments's portfolio in Q4 2015, its #264 holding.
Pinnacle Summer Investments first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and has held it in 10 quarters since.
Pinnacle Summer Investments's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $337K in Q2 2013.
310 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2015.

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