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Pinnacle Summer Investments’s iShares Global 100 ETF IOO Stock Holding History

Pinnacle Summer Investments’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$15K Hold
400
– – ﹤0.01% 504
2015
Q3 		$14K Hold
400
– – ﹤0.01% 687
2015
Q2 		$15K Hold
400
– – ﹤0.01% 476
2015
Q1 		$15K Hold
400
– – ﹤0.01% 707
2014
Q4 		$15K Hold
400
– – ﹤0.01% 724
2014
Q3 		$15K Buy
+400
New +$15.7K ﹤0.01% 746

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Pinnacle Summer Investments held its iShares Global 100 ETF (IOO) position steady in Q4 2015 at 400 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Pinnacle Summer Investments first reported a position in IOO in Q3 2014 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold IOO as of Q4 2015.

  • Pinnacle Summer Investments held 400 shares of iShares Global 100 ETF worth $15K as of Q4 2015.
  • Pinnacle Summer Investments left its iShares Global 100 ETF share count unchanged in Q4 2015.
  • iShares Global 100 ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #504 holding.
  • Pinnacle Summer Investments first reported a position in iShares Global 100 ETF in Q3 2014 and has held it in 6 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2015.

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