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Pinnacle Summer Investments’s Gaia GAIA Stock Holding History

Pinnacle Summer Investments’s Portfolio GAIA Stock Details GAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$552K Buy
88,555
+22,555
+34% +$149K 0.08% 120
2015
Q3 		$427K Buy
66,000
+26,000
+65% +$167K 0.07% 201
2015
Q2 		$262K Buy
+40,000
New +$266K 0.06% 164

Other funds holding GAIA

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
LH
Lebenthal Holdings New York $806M AUM 2.13% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return

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

Pinnacle Summer Investments increased its Gaia (GAIA) stake by 34% in Q4 2015, buying an estimated $149K and bringing the position to 88,555 shares worth $552K. The position accounts for 0.08% of the portfolio, ranked #120.

Pinnacle Summer Investments first reported a position in GAIA in Q2 2015 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold GAIA as of Q4 2015.

  • Pinnacle Summer Investments held 88,555 shares of Gaia worth $552K as of Q4 2015.
  • Pinnacle Summer Investments bought 22,555 Gaia shares in Q4 2015, an estimated $149K.
  • Gaia made up 0.08% of Pinnacle Summer Investments's portfolio in Q4 2015, its #120 holding.
  • Pinnacle Summer Investments first reported a position in Gaia in Q2 2015 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Gaia as of Q4 2015.

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