Pinnacle Summer Investments’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,220	Closed	-$50K	–	1013
2014 Q4	$50K	Sell	1,220 -30	-2%	-$1.18K	0.01%	516
2014 Q3	$47K	Hold	1,250	–	–	0.01%	541
2014 Q2	$50K	Hold	1,250	–	–	0.01%	505
2014 Q1	$48K	Hold	1,250	–	–	0.01%	479
2013 Q4	$51K	Hold	1,250	–	–	0.01%	466
2013 Q3	$44K	Buy	1,250 +30	+2%	+$1.08K	0.01%	448
2013 Q2	$41K	Buy	+1,220	New	+$39K	0.01%	408

Other funds holding KRE

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

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

Pinnacle Summer Investments's KRE Position: Q1 2015 in Review

Pinnacle Summer Investments sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2015, closing a stake of 1,220 shares — an estimated $50K sold.

Pinnacle Summer Investments first reported a position in KRE in Q2 2013 and held it in 7 quarters. The position peaked at $51K in Q4 2013. 196 funds tracked by Wall St. Rank hold KRE as of Q1 2015.

Pinnacle Summer Investments reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 1,220 State Street SPDR S&P Regional Banking ETF shares in Q1 2015, an estimated $50K.
Pinnacle Summer Investments first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2013 and held it in 7 quarters.
Pinnacle Summer Investments's State Street SPDR S&P Regional Banking ETF position peaked at $51K in Q4 2013.
196 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2015.

Based on Pinnacle Summer Investments's 13F filing for Q1 2015, filed 19 May 2015.