Pinnacle Summer Investments’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-200	Closed	-$6K	–	952
2015 Q3	$6K	Buy	+200	New	+$6.12K	﹤0.01%	810

Other funds holding PFI

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q4 2015, closing a stake of 200 shares — an estimated $6K sold.

Pinnacle Summer Investments first reported a position in PFI in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 21 funds tracked by Wall St. Rank hold PFI as of Q4 2015.

Pinnacle Summer Investments reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 200 Invesco Dorsey Wright Financial Momentum ETF shares in Q4 2015, an estimated $6K.
Pinnacle Summer Investments first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q3 2015 and held it in 1 quarter.
Pinnacle Summer Investments's Invesco Dorsey Wright Financial Momentum ETF position peaked at $6K in Q3 2015.
21 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q4 2015.

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