Pinnacle Summer Investments’s iShares US Consumer Discretionary ETF IYC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-260	Closed	-$8K	–	1047
2014 Q3	$8K	Hold	260	–	–	﹤0.01%	852
2014 Q2	$8K	Hold	260	–	–	﹤0.01%	789
2014 Q1	$8K	Hold	260	–	–	﹤0.01%	738
2013 Q4	$8K	Buy	+260	New	+$7.54K	﹤0.01%	757

Other funds holding IYC

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Pinnacle Summer Investments's IYC Position: Q4 2014 in Review

Pinnacle Summer Investments sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2014, closing a stake of 260 shares — an estimated $8K sold.

Pinnacle Summer Investments first reported a position in IYC in Q4 2013 and held it in 4 quarters. The position peaked at $8K in Q3 2014. 99 funds tracked by Wall St. Rank hold IYC as of Q4 2014.

Pinnacle Summer Investments reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2014 after selling out during the quarter.
Pinnacle Summer Investments sold 260 iShares US Consumer Discretionary ETF shares in Q4 2014, an estimated $8K.
Pinnacle Summer Investments first reported a position in iShares US Consumer Discretionary ETF in Q4 2013 and held it in 4 quarters.
Pinnacle Summer Investments's iShares US Consumer Discretionary ETF position peaked at $8K in Q3 2014.
99 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2014.

Based on Pinnacle Summer Investments's 13F filing for Q4 2014, filed 18 Feb 2015.