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Pinnacle Summer Investments’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Pinnacle Summer Investments’s Portfolio LEMB Stock Details LEMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-110
Closed -$6K – 1020
2014
Q1 		$6K Sell
110
-6,625
-98% -$320K ﹤0.01% 775
2013
Q4 		$329K Buy
6,735
+3,856
+134% +$191K 0.04% 207
2013
Q3 		$144K Buy
+2,879
New +$142K 0.03% 276

Other funds holding LEMB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Summer Investments's LEMB Position: Q2 2014 in Review

Pinnacle Summer Investments sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q2 2014, closing a stake of 110 shares — an estimated $6K sold.

Pinnacle Summer Investments first reported a position in LEMB in Q3 2013 and held it in 3 quarters. The position peaked at $329K in Q4 2013. 32 funds tracked by Wall St. Rank hold LEMB as of Q2 2014.

  • Pinnacle Summer Investments reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 110 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2014, an estimated $6K.
  • Pinnacle Summer Investments first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2013 and held it in 3 quarters.
  • Pinnacle Summer Investments's iShares JPMorgan EM Local Currency Bond ETF position peaked at $329K in Q4 2013.
  • 32 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2014.

Based on Pinnacle Summer Investments's 13F filing for Q2 2014, filed 8 Aug 2014.