Pinnacle Summer Investments’s iShares US Home Construction ETF ITB Stock Holding History

Pinnacle Summer Investments’s Portfolio ITB Stock Details ITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-107	Closed	-$3K	–	1016
2014 Q1	$3K	Hold	107	–	–	﹤0.01%	855
2013 Q4	$3K	Hold	107	–	–	﹤0.01%	851
2013 Q3	$2K	Buy	+107	New	+$2.35K	﹤0.01%	853

Other funds holding ITB

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Swarthmore Group Philadelphia, Pennsylvania $249M AUM 6.76% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return