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Pinnacle Summer Investments’s iShares US Financials ETF IYF Stock Holding History

Pinnacle Summer Investments’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-82
Closed -$3K – 1048
2014
Q3 		$3K Hold
82
– – ﹤0.01% 951
2014
Q2 		$3K Hold
82
– – ﹤0.01% 899
2014
Q1 		$3K Hold
82
– – ﹤0.01% 856
2013
Q4 		$3K Buy
+82
New +$3.16K ﹤0.01% 852

Other funds holding IYF

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of iShares US Financials ETF (IYF) in Q4 2014, closing a stake of 82 shares — an estimated $3K sold.

Pinnacle Summer Investments first reported a position in IYF in Q4 2013 and held it in 4 quarters. The position peaked at $3K in Q3 2014. 163 funds tracked by Wall St. Rank hold IYF as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining iShares US Financials ETF position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 82 iShares US Financials ETF shares in Q4 2014, an estimated $3K.
  • Pinnacle Summer Investments first reported a position in iShares US Financials ETF in Q4 2013 and held it in 4 quarters.
  • Pinnacle Summer Investments's iShares US Financials ETF position peaked at $3K in Q3 2014.
  • 163 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2014.

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