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Pinnacle Summer Investments’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Pinnacle Summer Investments’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-100
Closed -$6K – 990
2013
Q4 		$6K Hold
100
– – ﹤0.01% 782
2013
Q3 		$5K Hold
100
– – ﹤0.01% 767
2013
Q2 		$5K Buy
+100
New +$4.76K ﹤0.01% 701

Other funds holding IJT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
WTNA
Wilmington Trust National Association Wilmington, Delaware $2.9B AUM 20.69% 1-Year Est. Return

Pinnacle Summer Investments's IJT Position: Q1 2014 in Review

Pinnacle Summer Investments sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2014, closing a stake of 100 shares — an estimated $6K sold.

Pinnacle Summer Investments first reported a position in IJT in Q2 2013 and held it in 3 quarters. The position peaked at $6K in Q4 2013. 216 funds tracked by Wall St. Rank hold IJT as of Q1 2014.

  • Pinnacle Summer Investments reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 100 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2014, an estimated $6K.
  • Pinnacle Summer Investments first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and held it in 3 quarters.
  • Pinnacle Summer Investments's iShares S&P Small-Cap 600 Growth ETF position peaked at $6K in Q4 2013.
  • 216 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2014.

Based on Pinnacle Summer Investments's 13F filing for Q1 2014, filed 16 May 2014.