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Pinnacle Summer Investments’s iShares US Basic Materials ETF IYM Stock Holding History

Pinnacle Summer Investments’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-228
Closed -$20K – 1049
2014
Q3 		$20K Hold
228
– – ﹤0.01% 683
2014
Q2 		$20K Hold
228
– – ﹤0.01% 652
2014
Q1 		$19K Hold
228
– – ﹤0.01% 606
2013
Q4 		$19K Buy
+228
New +$17.7K ﹤0.01% 604

Other funds holding IYM

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 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
CI
Chartist Inc Seal Beach, California $160M AUM 15.21% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of iShares US Basic Materials ETF (IYM) in Q4 2014, closing a stake of 228 shares — an estimated $20K sold.

Pinnacle Summer Investments first reported a position in IYM in Q4 2013 and held it in 4 quarters. The position peaked at $20K in Q3 2014. 108 funds tracked by Wall St. Rank hold IYM as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining iShares US Basic Materials ETF position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 228 iShares US Basic Materials ETF shares in Q4 2014, an estimated $20K.
  • Pinnacle Summer Investments first reported a position in iShares US Basic Materials ETF in Q4 2013 and held it in 4 quarters.
  • Pinnacle Summer Investments's iShares US Basic Materials ETF position peaked at $20K in Q3 2014.
  • 108 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2014.

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