Pinnacle Summer Investments’s iShares Dow Jones US ETF IYY Stock Holding History

Pinnacle Summer Investments’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-490	Closed	-$24K	–	1051
2014 Q3	$24K	Hold	490	–	–	﹤0.01%	644
2014 Q2	$24K	Hold	490	–	–	﹤0.01%	617
2014 Q1	$23K	Hold	490	–	–	﹤0.01%	568
2013 Q4	$23K	Buy	+490	New	+$21.9K	﹤0.01%	571

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of iShares Dow Jones US ETF (IYY) in Q4 2014, closing a stake of 490 shares — an estimated $24K sold.

Pinnacle Summer Investments first reported a position in IYY in Q4 2013 and held it in 4 quarters. The position peaked at $24K in Q3 2014. 101 funds tracked by Wall St. Rank hold IYY as of Q4 2014.

Pinnacle Summer Investments reported no remaining iShares Dow Jones US ETF position as of Q4 2014 after selling out during the quarter.
Pinnacle Summer Investments sold 490 iShares Dow Jones US ETF shares in Q4 2014, an estimated $24K.
Pinnacle Summer Investments first reported a position in iShares Dow Jones US ETF in Q4 2013 and held it in 4 quarters.
Pinnacle Summer Investments's iShares Dow Jones US ETF position peaked at $24K in Q3 2014.
101 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2014.

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