Pinnacle Summer Investments’s WisdomTree US MidCap Fund EZM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$6K	Buy	+222	New	+$6.66K	﹤0.01%	604

Other funds holding EZM

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

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

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

Pinnacle Summer Investments opened a new position in WisdomTree US MidCap Fund (EZM) in Q4 2015: 222 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #604 among its holdings.

80 funds tracked by Wall St. Rank hold EZM as of Q4 2015.

Pinnacle Summer Investments held 222 shares of WisdomTree US MidCap Fund worth $6K as of Q4 2015.
WisdomTree US MidCap Fund was a new Pinnacle Summer Investments position in Q4 2015.
WisdomTree US MidCap Fund made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #604 holding.
80 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2015.

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