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Pinnacle Summer Investments’s KLA KLAC Stock Holding History

Pinnacle Summer Investments’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-210
Closed -$2K – 1056
2014
Q3 		$2K Hold
210
– – ﹤0.01% 987
2014
Q2 		$2K Hold
210
– – ﹤0.01% 930
2014
Q1 		$1K Hold
210
– – ﹤0.01% 930
2013
Q4 		$1K Hold
210
– – ﹤0.01% 926
2013
Q3 		$1K Buy
+210
New +$1.23K ﹤0.01% 899

Other funds holding KLAC

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of KLA (KLAC) in Q4 2014, closing a stake of 210 shares — an estimated $2K sold.

Pinnacle Summer Investments first reported a position in KLAC in Q3 2013 and held it in 5 quarters. The position peaked at $2K in Q3 2014. 436 funds tracked by Wall St. Rank hold KLAC as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining KLA position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 210 KLA shares in Q4 2014, an estimated $2K.
  • Pinnacle Summer Investments first reported a position in KLA in Q3 2013 and held it in 5 quarters.
  • Pinnacle Summer Investments's KLA position peaked at $2K in Q3 2014.
  • 436 funds tracked by Wall St. Rank held KLA as of Q4 2014.

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