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Pinnacle Summer Investments’s Scholastic SCHL Stock Holding History

Pinnacle Summer Investments’s Portfolio SCHL Stock Details SCHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-22
Closed -$1K – 1078
2014
Q3 		$1K Hold
22
– – ﹤0.01% 1034
2014
Q2 		$1K Hold
22
– – ﹤0.01% 974
2014
Q1 		$1K Hold
22
– – ﹤0.01% 937
2013
Q4 		$1K Hold
22
– – ﹤0.01% 936
2013
Q3 		$1K Buy
+22
New +$668 ﹤0.01% 911

Other funds holding SCHL

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Pinnacle Summer Investments's SCHL Position: Q4 2014 in Review

Pinnacle Summer Investments sold out of Scholastic (SCHL) in Q4 2014, closing a stake of 22 shares — an estimated $1K sold.

Pinnacle Summer Investments first reported a position in SCHL in Q3 2013 and held it in 5 quarters. The position peaked at $1K in Q3 2014. 130 funds tracked by Wall St. Rank hold SCHL as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining Scholastic position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 22 Scholastic shares in Q4 2014, an estimated $1K.
  • Pinnacle Summer Investments first reported a position in Scholastic in Q3 2013 and held it in 5 quarters.
  • Pinnacle Summer Investments's Scholastic position peaked at $1K in Q3 2014.
  • 130 funds tracked by Wall St. Rank held Scholastic as of Q4 2014.

Based on Pinnacle Summer Investments's 13F filing for Q4 2014, filed 18 Feb 2015.