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Pinnacle Summer Investments’s iShares US Utilities ETF IDU Stock Holding History

Pinnacle Summer Investments’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-344
Closed -$18K – 1042
2014
Q3 		$18K Hold
344
– – ﹤0.01% 707
2014
Q2 		$18K Hold
344
– – ﹤0.01% 671
2014
Q1 		$19K Hold
344
– – ﹤0.01% 605
2013
Q4 		$16K Buy
+344
New +$16.5K ﹤0.01% 644

Other funds holding IDU

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Pinnacle Summer Investments's IDU Position: Q4 2014 in Review

Pinnacle Summer Investments sold out of iShares US Utilities ETF (IDU) in Q4 2014, closing a stake of 344 shares — an estimated $18K sold.

Pinnacle Summer Investments first reported a position in IDU in Q4 2013 and held it in 4 quarters. The position peaked at $19K in Q1 2014. 129 funds tracked by Wall St. Rank hold IDU as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining iShares US Utilities ETF position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 344 iShares US Utilities ETF shares in Q4 2014, an estimated $18K.
  • Pinnacle Summer Investments first reported a position in iShares US Utilities ETF in Q4 2013 and held it in 4 quarters.
  • Pinnacle Summer Investments's iShares US Utilities ETF position peaked at $19K in Q1 2014.
  • 129 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2014.

Based on Pinnacle Summer Investments's 13F filing for Q4 2014, filed 18 Feb 2015.