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Pinnacle Summer Investments’s ProShares Short S&P500 SH Stock Holding History

Pinnacle Summer Investments’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-625
Closed -$115K – 1079
2014
Q3 		$115K Sell
625
-250
-29% -$46.2K 0.01% 396
2014
Q2 		$164K Hold
875
– – 0.02% 332
2014
Q1 		$171K Buy
875
+250
+40% +$50.6K 0.02% 283
2013
Q4 		$126K Buy
+625
New +$133K 0.02% 320

Other funds holding SH

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of ProShares Short S&P500 (SH) in Q4 2014, closing a stake of 625 shares — an estimated $115K sold.

Pinnacle Summer Investments first reported a position in SH in Q4 2013 and held it in 4 quarters. The position peaked at $171K in Q1 2014. 101 funds tracked by Wall St. Rank hold SH as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining ProShares Short S&P500 position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 625 ProShares Short S&P500 shares in Q4 2014, an estimated $115K.
  • Pinnacle Summer Investments first reported a position in ProShares Short S&P500 in Q4 2013 and held it in 4 quarters.
  • Pinnacle Summer Investments's ProShares Short S&P500 position peaked at $171K in Q1 2014.
  • 101 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2014.

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