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Pinnacle Summer Investments’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Pinnacle Summer Investments’s Portfolio PXI Stock Details PXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-100
Closed -$4K – 965
2015
Q3 		$4K Buy
+100
New +$3.98K ﹤0.01% 863

Other funds holding PXI

HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2015, closing a stake of 100 shares — an estimated $4K sold.

Pinnacle Summer Investments first reported a position in PXI in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 40 funds tracked by Wall St. Rank hold PXI as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 100 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2015, an estimated $4K.
  • Pinnacle Summer Investments first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q3 2015 and held it in 1 quarter.
  • Pinnacle Summer Investments's Invesco Dorsey Wright Energy Momentum ETF position peaked at $4K in Q3 2015.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2015.

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