PSI
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Pinnacle Summer Investments’s Peapack-Gladstone Financial PGC Stock Holding History

Pinnacle Summer Investments’s Portfolio PGC Stock Details PGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-534
Closed -$11K – 953
2015
Q3 		$11K Buy
+534
New +$11.5K ﹤0.01% 737
2015
Q2 		– Sell
-534
Closed -$12K – 896
2015
Q1 		$12K Hold
534
– – ﹤0.01% 761
2014
Q4 		$10K Hold
534
– – ﹤0.01% 800
2014
Q3 		$9K Hold
534
– – ﹤0.01% 834
2014
Q2 		$11K Hold
534
– – ﹤0.01% 758
2014
Q1 		$10K Hold
534
– – ﹤0.01% 715
2013
Q4 		$10K Buy
534
+324
+154% +$5.91K ﹤0.01% 729
2013
Q3 		$4K Hold
210
– – ﹤0.01% 796
2013
Q2 		$4K Buy
+210
New +$3.19K ﹤0.01% 719

Other funds holding PGC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of Peapack-Gladstone Financial (PGC) in Q4 2015, closing a stake of 534 shares — an estimated $11K sold.

Pinnacle Summer Investments first reported a position in PGC in Q2 2013 and held it in 9 quarters. The position peaked at $12K in Q1 2015. 68 funds tracked by Wall St. Rank hold PGC as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Peapack-Gladstone Financial position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 534 Peapack-Gladstone Financial shares in Q4 2015, an estimated $11K.
  • Pinnacle Summer Investments first reported a position in Peapack-Gladstone Financial in Q2 2013 and held it in 9 quarters.
  • Pinnacle Summer Investments's Peapack-Gladstone Financial position peaked at $12K in Q1 2015.
  • 68 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q4 2015.

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