Pinnacle Summer Investments’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-49	Closed	-$1K	–	904
2015 Q3	$1K	Buy	+49	New	+$1.4K	﹤0.01%	949
2014 Q4	–	Sell	-354	Closed	-$11K	–	1052
2014 Q3	$11K	Hold	354	–	–	﹤0.01%	802
2014 Q2	$11K	Hold	354	–	–	﹤0.01%	754
2014 Q1	$10K	Hold	354	–	–	﹤0.01%	711
2013 Q4	$11K	Buy	+354	New	+$10.1K	﹤0.01%	715

Other funds holding IYZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of iShares US Telecommunications ETF (IYZ) in Q4 2015, closing a stake of 49 shares — an estimated $1K sold.

Pinnacle Summer Investments first reported a position in IYZ in Q4 2013 and held it in 5 quarters. The position peaked at $11K in Q3 2014. 110 funds tracked by Wall St. Rank hold IYZ as of Q4 2015.

Pinnacle Summer Investments reported no remaining iShares US Telecommunications ETF position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 49 iShares US Telecommunications ETF shares in Q4 2015, an estimated $1K.
Pinnacle Summer Investments first reported a position in iShares US Telecommunications ETF in Q4 2013 and held it in 5 quarters.
Pinnacle Summer Investments's iShares US Telecommunications ETF position peaked at $11K in Q3 2014.
110 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2015.

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