Pinnacle Summer Investments’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$61K	Buy	1,209 +23	+2%	+$1.15K	0.01%	320
2015 Q3	$57K	Buy	1,186 +88	+8%	+$4.39K	0.01%	468
2015 Q2	$57K	Buy	1,098 +114	+12%	+$5.94K	0.01%	303
2015 Q1	$49K	Buy	984 +9	+0.9%	+$435	0.01%	513
2014 Q4	$46K	Buy	975 +202	+26%	+$9.53K	0.01%	530
2014 Q3	$38K	Buy	773 +267	+53%	+$13.6K	﹤0.01%	576
2014 Q2	$27K	Buy	506 +73	+17%	+$3.81K	﹤0.01%	594
2014 Q1	$23K	Buy	433 +52	+14%	+$2.67K	﹤0.01%	571
2013 Q4	$19K	Sell	381 -2,482	-87%	-$123K	﹤0.01%	607
2013 Q3	$139K	Buy	+2,863	New	+$131K	0.02%	283

Other funds holding SCZ

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Pinnacle Summer Investments increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.9% in Q4 2015, buying an estimated $1.15K and bringing the position to 1,209 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #320.

Pinnacle Summer Investments first reported a position in SCZ in Q3 2013 and has held it in 10 quarters since. The position peaked at $139K in Q3 2013. 310 funds tracked by Wall St. Rank hold SCZ as of Q4 2015.

Pinnacle Summer Investments held 1,209 shares of iShares MSCI EAFE Small-Cap ETF worth $61K as of Q4 2015.
Pinnacle Summer Investments bought 23 iShares MSCI EAFE Small-Cap ETF shares in Q4 2015, an estimated $1.15K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #320 holding.
Pinnacle Summer Investments first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2013 and has held it in 10 quarters since.
Pinnacle Summer Investments's iShares MSCI EAFE Small-Cap ETF position peaked at $139K in Q3 2013.
310 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2015.

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