PSI
IEI icon

Pinnacle Summer Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Pinnacle Summer Investments’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$10K Buy
76
+38
+100% +$4.69K ﹤0.01% 555
2015
Q3 		$5K Buy
+38
New +$4.69K ﹤0.01% 827

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Pinnacle Summer Investments increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 100% in Q4 2015, buying an estimated $4.69K and bringing the position to 76 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Pinnacle Summer Investments first reported a position in IEI in Q3 2015 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold IEI as of Q4 2015.

  • Pinnacle Summer Investments held 76 shares of iShares 3-7 Year Treasury Bond ETF worth $10K as of Q4 2015.
  • Pinnacle Summer Investments bought 38 iShares 3-7 Year Treasury Bond ETF shares in Q4 2015, an estimated $4.69K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #555 holding.
  • Pinnacle Summer Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2015 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2015.

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