PSI
QRE

Pinnacle Summer Investments’s QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) QRE Stock Holding History

Pinnacle Summer Investments’s Portfolio QRE Stock Details QRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-13,000
Closed -$223K – 1037
2013
Q4 		$223K Sell
13,000
-6,500
-33% -$110K 0.03% 245
2013
Q3 		$317K Buy
19,500
+18,500
+1,850% +$310K 0.06% 187
2013
Q2 		$18K Buy
+1,000
New +$17.3K ﹤0.01% 518

Other funds holding QRE

NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Summer Investments's QRE Position: Q1 2014 in Review

Pinnacle Summer Investments sold out of QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) (QRE) in Q1 2014, closing a stake of 13,000 shares — an estimated $223K sold.

Pinnacle Summer Investments first reported a position in QRE in Q2 2013 and held it in 3 quarters. The position peaked at $317K in Q3 2013. 64 funds tracked by Wall St. Rank hold QRE as of Q1 2014.

  • Pinnacle Summer Investments reported no remaining QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) position as of Q1 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 13,000 QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) shares in Q1 2014, an estimated $223K.
  • Pinnacle Summer Investments first reported a position in QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) in Q2 2013 and held it in 3 quarters.
  • Pinnacle Summer Investments's QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) position peaked at $317K in Q3 2013.
  • 64 funds tracked by Wall St. Rank held QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) as of Q1 2014.

Based on Pinnacle Summer Investments's 13F filing for Q1 2014, filed 16 May 2014.