Pinnacle Summer Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$15.1M	Buy	142,638 +67,517	+90%	+$7.2M	2.22%	5
2015 Q3	$8.03M	Buy	75,121 +5,173	+7%	+$549K	1.37%	8
2015 Q2	$7.35M	Buy	69,948 +998	+1%	+$106K	1.55%	14
2015 Q1	$7.47M	Sell	68,950 -503	-0.7%	-$54.3K	1.03%	16
2014 Q4	$7.68M	Buy	+69,453	New	+$7.32M	0.94%	20

Other funds holding IEF

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Pinnacle Summer Investments increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 90% in Q4 2015, buying an estimated $7.2M and bringing the position to 142,638 shares worth $15.1M. The position accounts for 2.22% of the portfolio, ranked #5.

Pinnacle Summer Investments first reported a position in IEF in Q4 2014 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold IEF as of Q4 2015.

Pinnacle Summer Investments held 142,638 shares of iShares 7-10 Year Treasury Bond ETF worth $15.1M as of Q4 2015.
Pinnacle Summer Investments bought 67,517 iShares 7-10 Year Treasury Bond ETF shares in Q4 2015, an estimated $7.2M.
iShares 7-10 Year Treasury Bond ETF made up 2.22% of Pinnacle Summer Investments's portfolio in Q4 2015, its #5 holding.
Pinnacle Summer Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 5 quarters since.
307 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2015.

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