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Pinnacle Summer Investments’s iShares MBS ETF MBB Stock Holding History

Pinnacle Summer Investments’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$22K Buy
212
+106
+100% +$11.5K ﹤0.01% 453
2015
Q3 		$12K Buy
+106
New +$11.6K ﹤0.01% 718

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pinnacle Summer Investments increased its iShares MBS ETF (MBB) stake by 100% in Q4 2015, buying an estimated $11.5K and bringing the position to 212 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Pinnacle Summer Investments first reported a position in MBB in Q3 2015 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold MBB as of Q4 2015.

  • Pinnacle Summer Investments held 212 shares of iShares MBS ETF worth $22K as of Q4 2015.
  • Pinnacle Summer Investments bought 106 iShares MBS ETF shares in Q4 2015, an estimated $11.5K.
  • iShares MBS ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #453 holding.
  • Pinnacle Summer Investments first reported a position in iShares MBS ETF in Q3 2015 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2015.

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