Pinnacle Summer Investments’s Goldman Sachs GS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$72K	Buy	400 +64	+19%	+$11.9K	0.01%	301
2015 Q3	$42K	Buy	336 +136	+68%	+$26.7K	0.01%	511
2015 Q2	$42K	Sell	200 -51	-20%	-$10.4K	0.01%	333
2015 Q1	$67K	Sell	251 -19	-7%	-$3.53K	0.01%	462
2014 Q4	$63K	Sell	270 -96	-26%	-$18K	0.01%	480
2014 Q3	$68K	Sell	366 -35	-9%	-$6.15K	0.01%	476
2014 Q2	$70K	Buy	401 +15	+4%	+$2.42K	0.01%	446
2014 Q1	$61K	Hold	386	–	–	0.01%	441
2013 Q4	$69K	Buy	386 +100	+35%	+$16.5K	0.01%	415
2013 Q3	$45K	Hold	286	–	–	0.01%	444
2013 Q2	$43K	Buy	+286	New	+$43.6K	0.01%	401

Other funds holding GS

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Pinnacle Summer Investments increased its Goldman Sachs (GS) stake by 19% in Q4 2015, buying an estimated $11.9K and bringing the position to 400 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #301.

Pinnacle Summer Investments first reported a position in GS in Q2 2013 and has held it in 11 quarters since. 1,051 funds tracked by Wall St. Rank hold GS as of Q4 2015.

Pinnacle Summer Investments held 400 shares of Goldman Sachs worth $72K as of Q4 2015.
Pinnacle Summer Investments bought 64 Goldman Sachs shares in Q4 2015, an estimated $11.9K.
Goldman Sachs made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #301 holding.
Pinnacle Summer Investments first reported a position in Goldman Sachs in Q2 2013 and has held it in 11 quarters since.
1,051 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2015.

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