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Pinnacle Summer Investments’s iShares US Technology ETF IYW Stock Holding History

Pinnacle Summer Investments’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$32K Hold
1,200
– – ﹤0.01% 399
2015
Q3 		$30K Hold
1,200
– – 0.01% 563
2015
Q2 		$31K Hold
1,200
– – 0.01% 371
2015
Q1 		$31K Hold
1,200
– – ﹤0.01% 588
2014
Q4 		$30K Hold
1,200
– – ﹤0.01% 597
2014
Q3 		$30K Buy
+1,200
New +$30K ﹤0.01% 612

Other funds holding IYW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pinnacle Summer Investments's IYW Position: Q4 2015 in Review

Pinnacle Summer Investments held its iShares US Technology ETF (IYW) position steady in Q4 2015 at 1,200 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Pinnacle Summer Investments first reported a position in IYW in Q3 2014 and has held it in 6 quarters since. 214 funds tracked by Wall St. Rank hold IYW as of Q4 2015.

  • Pinnacle Summer Investments held 1,200 shares of iShares US Technology ETF worth $32K as of Q4 2015.
  • Pinnacle Summer Investments left its iShares US Technology ETF share count unchanged in Q4 2015.
  • iShares US Technology ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #399 holding.
  • Pinnacle Summer Investments first reported a position in iShares US Technology ETF in Q3 2014 and has held it in 6 quarters since.
  • 214 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.