PSI
NYC

Pinnacle Summer Investments’s ISHARES NYSE COMPOSITE ETF NYC Stock Holding History

Pinnacle Summer Investments’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-395
Closed -$39K – 1147
2014
Q3 		$39K Hold
395
– – ﹤0.01% 570
2014
Q2 		$39K Hold
395
– – ﹤0.01% 540
2014
Q1 		$38K Hold
395
– – ﹤0.01% 506
2013
Q4 		$37K Hold
395
– – 0.01% 504
2013
Q3 		$35K Hold
395
– – 0.01% 479
2013
Q2 		$33K Buy
+395
New +$33.4K 0.01% 434

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

Pinnacle Summer Investments sold out of ISHARES NYSE COMPOSITE ETF (NYC) in Q4 2014, closing a stake of 395 shares — an estimated $39K sold.

Pinnacle Summer Investments first reported a position in NYC in Q2 2013 and held it in 6 quarters. The position peaked at $39K in Q3 2014. 0 funds tracked by Wall St. Rank hold NYC as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining ISHARES NYSE COMPOSITE ETF position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 395 ISHARES NYSE COMPOSITE ETF shares in Q4 2014, an estimated $39K.
  • Pinnacle Summer Investments first reported a position in ISHARES NYSE COMPOSITE ETF in Q2 2013 and held it in 6 quarters.
  • Pinnacle Summer Investments's ISHARES NYSE COMPOSITE ETF position peaked at $39K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES NYSE COMPOSITE ETF as of Q4 2014.

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