Pinnacle Summer Investments’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$18K	Hold	240	–	–	﹤0.01%	480
2015 Q3	$18K	Hold	240	–	–	﹤0.01%	640
2015 Q2	$19K	Hold	240	–	–	﹤0.01%	436
2015 Q1	$19K	Sell	240 -1,200	-83%	-$96.5K	﹤0.01%	663
2014 Q4	$112K	Hold	1,440	–	–	0.01%	392
2014 Q3	$109K	Hold	1,440	–	–	0.01%	403
2014 Q2	$110K	Hold	1,440	–	–	0.01%	381
2014 Q1	$106K	Hold	1,440	–	–	0.01%	350
2013 Q4	$103K	Hold	1,440	–	–	0.01%	346
2013 Q3	$94K	Buy	+1,440	New	+$92.9K	0.02%	340

Other funds holding RSP

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

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

Pinnacle Summer Investments held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q4 2015 at 240 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Pinnacle Summer Investments first reported a position in RSP in Q3 2013 and has held it in 10 quarters since. The position peaked at $112K in Q4 2014. 340 funds tracked by Wall St. Rank hold RSP as of Q4 2015.

Pinnacle Summer Investments held 240 shares of Invesco S&P 500 Equal Weight ETF worth $18K as of Q4 2015.
Pinnacle Summer Investments left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q4 2015.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #480 holding.
Pinnacle Summer Investments first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2013 and has held it in 10 quarters since.
Pinnacle Summer Investments's Invesco S&P 500 Equal Weight ETF position peaked at $112K in Q4 2014.
340 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2015.

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