Pinnacle Summer Investments’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-30	Closed	-$1K	–	966
2015 Q3	$1K	Buy	+30	New	+$1.48K	﹤0.01%	958

Other funds holding PYZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

VKH

Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

SAM

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

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

Pinnacle Summer Investments sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q4 2015, closing a stake of 30 shares — an estimated $1K sold.

Pinnacle Summer Investments first reported a position in PYZ in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 26 funds tracked by Wall St. Rank hold PYZ as of Q4 2015.

Pinnacle Summer Investments reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 30 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q4 2015, an estimated $1K.
Pinnacle Summer Investments first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q3 2015 and held it in 1 quarter.
Pinnacle Summer Investments's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $1K in Q3 2015.
26 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2015.

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