PSI
EMFM

Pinnacle Summer Investments’s Global X MSCI Next Emerging & Frontier ETF EMFM Stock Holding History

Pinnacle Summer Investments’s Portfolio EMFM Stock Details EMFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-291
Closed -$7K – 973
2015
Q1 		$7K Hold
291
– – ﹤0.01% 831
2014
Q4 		$7K Buy
+291
New +$7.15K ﹤0.01% 857

Other funds holding EMFM

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Summer Investments's EMFM Position: Q2 2015 in Review

Pinnacle Summer Investments sold out of Global X MSCI Next Emerging & Frontier ETF (EMFM) in Q2 2015, closing a stake of 291 shares — an estimated $7K sold.

Pinnacle Summer Investments first reported a position in EMFM in Q4 2014 and held it in 2 quarters. The position peaked at $7K in Q1 2015. 17 funds tracked by Wall St. Rank hold EMFM as of Q2 2015.

  • Pinnacle Summer Investments reported no remaining Global X MSCI Next Emerging & Frontier ETF position as of Q2 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 291 Global X MSCI Next Emerging & Frontier ETF shares in Q2 2015, an estimated $7K.
  • Pinnacle Summer Investments first reported a position in Global X MSCI Next Emerging & Frontier ETF in Q4 2014 and held it in 2 quarters.
  • Pinnacle Summer Investments's Global X MSCI Next Emerging & Frontier ETF position peaked at $7K in Q1 2015.
  • 17 funds tracked by Wall St. Rank held Global X MSCI Next Emerging & Frontier ETF as of Q2 2015.

Based on Pinnacle Summer Investments's 13F filing for Q2 2015, filed 28 Jul 2015.