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Pinnacle Summer Investments’s IES Holdings IESC Stock Holding History

Pinnacle Summer Investments’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$0 Buy
+5
New +$40 ﹤0.01% 890
2014
Q1 		– Sell
-29,500
Closed -$159K – 988
2013
Q4 		$159K Sell
29,500
-10,710
-27% -$51.1K 0.02% 280
2013
Q3 		$163K Buy
40,210
+35,210
+704% +$161K 0.03% 261
2013
Q2 		$22K Buy
+5,000
New +$27.5K 0.01% 483

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TBAM
True Bearing Asset Management San Francisco, California $19M AUM 6.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

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

Pinnacle Summer Investments opened a new position in IES Holdings (IESC) in Q4 2015: 5 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #890 among its holdings. This is a return to the name: Pinnacle Summer Investments previously reported a position in IESC as recently as Q4 2013.

Pinnacle Summer Investments first reported a position in IESC in Q2 2013 and has held it in 4 quarters since. The position peaked at $163K in Q3 2013. 35 funds tracked by Wall St. Rank hold IESC as of Q4 2015.

  • Pinnacle Summer Investments held 5 shares of IES Holdings worth $0 as of Q4 2015.
  • IES Holdings was a new Pinnacle Summer Investments position in Q4 2015.
  • IES Holdings made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #890 holding.
  • Pinnacle Summer Investments first reported a position in IES Holdings in Q2 2013 and has held it in 4 quarters since.
  • Pinnacle Summer Investments's IES Holdings position peaked at $163K in Q3 2013.
  • 35 funds tracked by Wall St. Rank held IES Holdings as of Q4 2015.

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