PSI
FM

Pinnacle Summer Investments’s iShares Frontier and Select EM ETF FM Stock Holding History

Pinnacle Summer Investments’s Portfolio FM Stock Details FM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$447K Buy
17,938
+1,940
+12% +$49.8K 0.07% 134
2015
Q3 		$410K Buy
15,998
+1,680
+12% +$45.6K 0.07% 206
2015
Q2 		$419K Buy
14,318
+3,622
+34% +$110K 0.09% 129
2015
Q1 		$319K Buy
10,696
+447
+4% +$13.5K 0.04% 244
2014
Q4 		$307K Buy
10,249
+2,722
+36% +$94.6K 0.04% 259
2014
Q3 		$285K Buy
7,527
+878
+13% +$33.8K 0.03% 286
2014
Q2 		$256K Buy
6,649
+792
+14% +$30K 0.03% 284
2014
Q1 		$218K Buy
5,857
+2,453
+72% +$84.7K 0.03% 255
2013
Q4 		$115K Buy
3,404
+3,200
+1,569% +$104K 0.02% 334
2013
Q3 		$6K Buy
204
+93
+84% +$2.89K ﹤0.01% 756
2013
Q2 		$3K Buy
+111
New +$3.4K ﹤0.01% 771

Other funds holding FM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Pinnacle Summer Investments increased its iShares Frontier and Select EM ETF (FM) stake by 12% in Q4 2015, buying an estimated $49.8K and bringing the position to 17,938 shares worth $447K. The position accounts for 0.07% of the portfolio, ranked #134.

Pinnacle Summer Investments first reported a position in FM in Q2 2013 and has held it in 11 quarters since. 99 funds tracked by Wall St. Rank hold FM as of Q4 2015.

  • Pinnacle Summer Investments held 17,938 shares of iShares Frontier and Select EM ETF worth $447K as of Q4 2015.
  • Pinnacle Summer Investments bought 1,940 iShares Frontier and Select EM ETF shares in Q4 2015, an estimated $49.8K.
  • iShares Frontier and Select EM ETF made up 0.07% of Pinnacle Summer Investments's portfolio in Q4 2015, its #134 holding.
  • Pinnacle Summer Investments first reported a position in iShares Frontier and Select EM ETF in Q2 2013 and has held it in 11 quarters since.
  • 99 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2015.

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