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Pinnacle Summer Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pinnacle Summer Investments’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-201
Closed -$17K – 1080
2014
Q3 		$17K Hold
201
– – ﹤0.01% 721
2014
Q2 		$17K Hold
201
– – ﹤0.01% 683
2014
Q1 		$17K Sell
201
-36
-15% -$3.04K ﹤0.01% 629
2013
Q4 		$20K Buy
237
+201
+558% +$17K ﹤0.01% 597
2013
Q3 		$3K Hold
36
– – ﹤0.01% 829
2013
Q2 		$3K Buy
+36
New +$3.04K ﹤0.01% 757

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2014, closing a stake of 201 shares — an estimated $17K sold.

Pinnacle Summer Investments first reported a position in SHY in Q2 2013 and held it in 6 quarters. The position peaked at $20K in Q4 2013. 362 funds tracked by Wall St. Rank hold SHY as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 201 iShares 1-3 Year Treasury Bond ETF shares in Q4 2014, an estimated $17K.
  • Pinnacle Summer Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 6 quarters.
  • Pinnacle Summer Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $20K in Q4 2013.
  • 362 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2014.

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