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Pinnacle Summer Investments’s iShares US Energy ETF IYE Stock Holding History

Pinnacle Summer Investments’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-86
Closed -$4K – 1016
2015
Q2 		$4K Sell
86
-114
-57% -$5.11K ﹤0.01% 624
2015
Q1 		$9K Sell
200
-839
-81% -$36.8K ﹤0.01% 801
2014
Q4 		$45K Sell
1,039
-67,429
-98% -$3.18M 0.01% 533
2014
Q3 		$3.53M Buy
68,468
+26,627
+64% +$1.47M 0.39% 33
2014
Q2 		$2.37M Buy
41,841
+41,245
+6,920% +$2.22M 0.28% 48
2014
Q1 		$32K Hold
596
– – ﹤0.01% 527
2013
Q4 		$30K Buy
596
+396
+198% +$19.4K ﹤0.01% 537
2013
Q3 		$9K Hold
200
– – ﹤0.01% 701
2013
Q2 		$9K Buy
+200
New +$9.03K ﹤0.01% 632

Other funds holding IYE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle Summer Investments's IYE Position: Q3 2015 in Review

Pinnacle Summer Investments sold out of iShares US Energy ETF (IYE) in Q3 2015, closing a stake of 86 shares — an estimated $4K sold.

Pinnacle Summer Investments first reported a position in IYE in Q2 2013 and held it in 9 quarters. The position peaked at $3.53M in Q3 2014. 127 funds tracked by Wall St. Rank hold IYE as of Q3 2015.

  • Pinnacle Summer Investments reported no remaining iShares US Energy ETF position as of Q3 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 86 iShares US Energy ETF shares in Q3 2015, an estimated $4K.
  • Pinnacle Summer Investments first reported a position in iShares US Energy ETF in Q2 2013 and held it in 9 quarters.
  • Pinnacle Summer Investments's iShares US Energy ETF position peaked at $3.53M in Q3 2014.
  • 127 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2015.

Based on Pinnacle Summer Investments's 13F filing for Q3 2015, filed 2 Nov 2015.