PSI
PEZ icon

Pinnacle Summer Investments’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Pinnacle Summer Investments’s Portfolio PEZ Stock Details PEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-100
Closed -$5K – 951
2015
Q3 		$5K Buy
+100
New +$4.71K ﹤0.01% 832

Other funds holding PEZ

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q4 2015, closing a stake of 100 shares — an estimated $5K sold.

Pinnacle Summer Investments first reported a position in PEZ in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 45 funds tracked by Wall St. Rank hold PEZ as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 100 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q4 2015, an estimated $5K.
  • Pinnacle Summer Investments first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q3 2015 and held it in 1 quarter.
  • Pinnacle Summer Investments's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $5K in Q3 2015.
  • 45 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q4 2015.

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