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Pinnacle Summer Investments’s iShares US Healthcare ETF IYH Stock Holding History

Pinnacle Summer Investments’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-665
Closed -$21K – 1017
2015
Q2 		$21K Buy
+665
New +$20.9K ﹤0.01% 419

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of iShares US Healthcare ETF (IYH) in Q3 2015, closing a stake of 665 shares — an estimated $21K sold.

Pinnacle Summer Investments first reported a position in IYH in Q2 2015 and held it in 1 quarter. The position peaked at $21K in Q2 2015. 188 funds tracked by Wall St. Rank hold IYH as of Q3 2015.

  • Pinnacle Summer Investments reported no remaining iShares US Healthcare ETF position as of Q3 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 665 iShares US Healthcare ETF shares in Q3 2015, an estimated $21K.
  • Pinnacle Summer Investments first reported a position in iShares US Healthcare ETF in Q2 2015 and held it in 1 quarter.
  • Pinnacle Summer Investments's iShares US Healthcare ETF position peaked at $21K in Q2 2015.
  • 188 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2015.

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