Pinnacle Summer Investments’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-800	Closed	-$17K	–	847
2015 Q3	$17K	Buy	+800	New	+$18.1K	﹤0.01%	647
2015 Q2	–	Sell	-800	Closed	-$19K	–	803
2015 Q1	$19K	Hold	800	–	–	﹤0.01%	661
2014 Q4	$18K	Hold	800	–	–	﹤0.01%	686
2014 Q3	$19K	Hold	800	–	–	﹤0.01%	694
2014 Q2	$20K	Buy	+800	New	+$20.4K	﹤0.01%	651

Other funds holding EUDG

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Trutina Financial Bellevue, Washington $76.7M AUM 19.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of WisdomTree Europe Quality Dividend Growth Fund (EUDG) in Q4 2015, closing a stake of 800 shares — an estimated $17K sold.

Pinnacle Summer Investments first reported a position in EUDG in Q2 2014 and held it in 5 quarters. The position peaked at $20K in Q2 2014. 10 funds tracked by Wall St. Rank hold EUDG as of Q4 2015.

Pinnacle Summer Investments reported no remaining WisdomTree Europe Quality Dividend Growth Fund position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 800 WisdomTree Europe Quality Dividend Growth Fund shares in Q4 2015, an estimated $17K.
Pinnacle Summer Investments first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q2 2014 and held it in 5 quarters.
Pinnacle Summer Investments's WisdomTree Europe Quality Dividend Growth Fund position peaked at $20K in Q2 2014.
10 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q4 2015.

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