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Pinnacle Summer Investments’s iShares MSCI Sweden ETF EWD Stock Holding History

Pinnacle Summer Investments’s Portfolio EWD Stock Details EWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-83
Closed -$3K – 978
2013
Q4 		$3K Hold
83
– – ﹤0.01% 847
2013
Q3 		$3K Hold
83
– – ﹤0.01% 819
2013
Q2 		$2K Buy
+83
New +$2.7K ﹤0.01% 774

Other funds holding EWD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Clark Capital Management Group
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of iShares MSCI Sweden ETF (EWD) in Q1 2014, closing a stake of 83 shares — an estimated $3K sold.

Pinnacle Summer Investments first reported a position in EWD in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q4 2013. 81 funds tracked by Wall St. Rank hold EWD as of Q1 2014.

  • Pinnacle Summer Investments reported no remaining iShares MSCI Sweden ETF position as of Q1 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 83 iShares MSCI Sweden ETF shares in Q1 2014, an estimated $3K.
  • Pinnacle Summer Investments first reported a position in iShares MSCI Sweden ETF in Q2 2013 and held it in 3 quarters.
  • Pinnacle Summer Investments's iShares MSCI Sweden ETF position peaked at $3K in Q4 2013.
  • 81 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2014.

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