Pinnacle Summer Investments’s SPDR S&P INTERNATIONAL MID CAP ETF MDD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-467	Closed	-$13K	–	1144
2015 Q3	$13K	Buy	+467	New	+$13.9K	﹤0.01%	712
2015 Q2	–	Sell	-338	Closed	-$10K	–	1064
2015 Q1	$10K	Hold	338	–	–	﹤0.01%	796
2014 Q4	$10K	Sell	338 -225	-40%	-$6.91K	﹤0.01%	817
2014 Q3	$18K	Hold	563	–	–	﹤0.01%	714
2014 Q2	$19K	Hold	563	–	–	﹤0.01%	667
2014 Q1	$19K	Hold	563	–	–	﹤0.01%	613
2013 Q4	$18K	Hold	563	–	–	﹤0.01%	622
2013 Q3	$19K	Hold	563	–	–	﹤0.01%	561
2013 Q2	$17K	Buy	+563	New	+$17.4K	﹤0.01%	531

Other funds holding MDD

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of SPDR S&P INTERNATIONAL MID CAP ETF (MDD) in Q4 2015, closing a stake of 467 shares — an estimated $13K sold.

Pinnacle Summer Investments first reported a position in MDD in Q2 2013 and held it in 9 quarters. The position peaked at $19K in Q2 2014. 24 funds tracked by Wall St. Rank hold MDD as of Q4 2015.

Pinnacle Summer Investments reported no remaining SPDR S&P INTERNATIONAL MID CAP ETF position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 467 SPDR S&P INTERNATIONAL MID CAP ETF shares in Q4 2015, an estimated $13K.
Pinnacle Summer Investments first reported a position in SPDR S&P INTERNATIONAL MID CAP ETF in Q2 2013 and held it in 9 quarters.
Pinnacle Summer Investments's SPDR S&P INTERNATIONAL MID CAP ETF position peaked at $19K in Q2 2014.
24 funds tracked by Wall St. Rank held SPDR S&P INTERNATIONAL MID CAP ETF as of Q4 2015.

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