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Pinnacle Summer Investments’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Pinnacle Summer Investments’s Portfolio IFGL Stock Details IFGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-74
Closed -$2K – 1015
2014
Q1 		$2K Hold
74
– – ﹤0.01% 888
2013
Q4 		$2K Hold
74
– – ﹤0.01% 879
2013
Q3 		$2K Hold
74
– – ﹤0.01% 850
2013
Q2 		$2K Buy
+74
New +$2.54K ﹤0.01% 778

Other funds holding IFGL

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return

Pinnacle Summer Investments's IFGL Position: Q2 2014 in Review

Pinnacle Summer Investments sold out of iShares International Developed Real Estate ETF (IFGL) in Q2 2014, closing a stake of 74 shares — an estimated $2K sold.

Pinnacle Summer Investments first reported a position in IFGL in Q2 2013 and held it in 4 quarters. The position peaked at $2K in Q1 2014. 75 funds tracked by Wall St. Rank hold IFGL as of Q2 2014.

  • Pinnacle Summer Investments reported no remaining iShares International Developed Real Estate ETF position as of Q2 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 74 iShares International Developed Real Estate ETF shares in Q2 2014, an estimated $2K.
  • Pinnacle Summer Investments first reported a position in iShares International Developed Real Estate ETF in Q2 2013 and held it in 4 quarters.
  • Pinnacle Summer Investments's iShares International Developed Real Estate ETF position peaked at $2K in Q1 2014.
  • 75 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q2 2014.

Based on Pinnacle Summer Investments's 13F filing for Q2 2014, filed 8 Aug 2014.