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Pinnacle Summer Investments’s iShares Global Energy ETF IXC Stock Holding History

Pinnacle Summer Investments’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-240
Closed -$11K – 1017
2014
Q1 		$11K Sell
240
-90
-27% -$3.79K ﹤0.01% 694
2013
Q4 		$14K Hold
330
– – ﹤0.01% 674
2013
Q3 		$14K Hold
330
– – ﹤0.01% 613
2013
Q2 		$13K Buy
+330
New +$13.1K ﹤0.01% 571

Other funds holding IXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Pinnacle Summer Investments's IXC Position: Q2 2014 in Review

Pinnacle Summer Investments sold out of iShares Global Energy ETF (IXC) in Q2 2014, closing a stake of 240 shares — an estimated $11K sold.

Pinnacle Summer Investments first reported a position in IXC in Q2 2013 and held it in 4 quarters. The position peaked at $14K in Q4 2013. 117 funds tracked by Wall St. Rank hold IXC as of Q2 2014.

  • Pinnacle Summer Investments reported no remaining iShares Global Energy ETF position as of Q2 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 240 iShares Global Energy ETF shares in Q2 2014, an estimated $11K.
  • Pinnacle Summer Investments first reported a position in iShares Global Energy ETF in Q2 2013 and held it in 4 quarters.
  • Pinnacle Summer Investments's iShares Global Energy ETF position peaked at $14K in Q4 2013.
  • 117 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2014.

Based on Pinnacle Summer Investments's 13F filing for Q2 2014, filed 8 Aug 2014.