PSI
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Pinnacle Summer Investments’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Pinnacle Summer Investments’s Portfolio PUI Stock Details PUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-60
Closed -$1K – 962
2015
Q3 		$1K Buy
+60
New +$1.28K ﹤0.01% 957

Other funds holding PUI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q4 2015, closing a stake of 60 shares — an estimated $1K sold.

Pinnacle Summer Investments first reported a position in PUI in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 19 funds tracked by Wall St. Rank hold PUI as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 60 Invesco Dorsey Wright Utilities Momentum ETF shares in Q4 2015, an estimated $1K.
  • Pinnacle Summer Investments first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q3 2015 and held it in 1 quarter.
  • Pinnacle Summer Investments's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $1K in Q3 2015.
  • 19 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q4 2015.

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