PSI
RTL

Pinnacle Summer Investments’s ISHARES TR RETAIL REAL ESTATE CAPPED ETF RTL Stock Holding History

Pinnacle Summer Investments’s Portfolio RTL Stock Details RTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-76,300
Closed -$879K – 1038
2013
Q4 		$879K Buy
+76,300
New +$2.72M 0.12% 115

Other funds holding RTL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of ISHARES TR RETAIL REAL ESTATE CAPPED ETF (RTL) in Q1 2014, closing a stake of 76,300 shares — an estimated $879K sold.

Pinnacle Summer Investments first reported a position in RTL in Q4 2013 and held it in 1 quarter. The position peaked at $879K in Q4 2013. 10 funds tracked by Wall St. Rank hold RTL as of Q1 2014.

  • Pinnacle Summer Investments reported no remaining ISHARES TR RETAIL REAL ESTATE CAPPED ETF position as of Q1 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 76,300 ISHARES TR RETAIL REAL ESTATE CAPPED ETF shares in Q1 2014, an estimated $879K.
  • Pinnacle Summer Investments first reported a position in ISHARES TR RETAIL REAL ESTATE CAPPED ETF in Q4 2013 and held it in 1 quarter.
  • Pinnacle Summer Investments's ISHARES TR RETAIL REAL ESTATE CAPPED ETF position peaked at $879K in Q4 2013.
  • 10 funds tracked by Wall St. Rank held ISHARES TR RETAIL REAL ESTATE CAPPED ETF as of Q1 2014.

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