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Pinnacle Summer Investments’s iShares US Healthcare Providers ETF IHF Stock Holding History

Pinnacle Summer Investments’s Portfolio IHF Stock Details IHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$50K Buy
2,000
+1,000
+100% +$24.8K 0.01% 344
2015
Q3 		$26K Hold
1,000
– – ﹤0.01% 585
2015
Q2 		$29K Buy
+1,000
New +$27.1K 0.01% 381

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Pinnacle Summer Investments increased its iShares US Healthcare Providers ETF (IHF) stake by 100% in Q4 2015, buying an estimated $24.8K and bringing the position to 2,000 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #344.

Pinnacle Summer Investments first reported a position in IHF in Q2 2015 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold IHF as of Q4 2015.

  • Pinnacle Summer Investments held 2,000 shares of iShares US Healthcare Providers ETF worth $50K as of Q4 2015.
  • Pinnacle Summer Investments bought 1,000 iShares US Healthcare Providers ETF shares in Q4 2015, an estimated $24.8K.
  • iShares US Healthcare Providers ETF made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #344 holding.
  • Pinnacle Summer Investments first reported a position in iShares US Healthcare Providers ETF in Q2 2015 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2015.

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