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Pinnacle Summer Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Pinnacle Summer Investments’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$28K Sell
600
-260
-30% -$12.2K ﹤0.01% 419
2015
Q3 		$38K Buy
860
+560
+187% +$26K 0.01% 527
2015
Q2 		$14K Sell
300
-560
-65% -$27K ﹤0.01% 489
2015
Q1 		$41K Buy
860
+560
+187% +$26.4K 0.01% 540
2014
Q4 		$14K Sell
300
-260
-46% -$11.9K ﹤0.01% 748
2014
Q3 		$25K Hold
560
– – ﹤0.01% 638
2014
Q2 		$25K Buy
+560
New +$24.4K ﹤0.01% 607
2013
Q4 		– Sell
-560
Closed -$22K – 979
2013
Q3 		$22K Buy
+560
New +$21.5K ﹤0.01% 540

Other funds holding ITOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 88.42% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

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

Pinnacle Summer Investments reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 30% in Q4 2015, selling an estimated $12.2K and leaving 600 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Pinnacle Summer Investments first reported a position in ITOT in Q3 2013 and has held it in 8 quarters since. The position peaked at $41K in Q1 2015. 160 funds tracked by Wall St. Rank hold ITOT as of Q4 2015.

  • Pinnacle Summer Investments held 600 shares of iShares Core S&P Total US Stock Market ETF worth $28K as of Q4 2015.
  • Pinnacle Summer Investments sold 260 iShares Core S&P Total US Stock Market ETF shares in Q4 2015, an estimated $12.2K.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #419 holding.
  • Pinnacle Summer Investments first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2013 and has held it in 8 quarters since.
  • Pinnacle Summer Investments's iShares Core S&P Total US Stock Market ETF position peaked at $41K in Q1 2015.
  • 160 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2015.

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