Pinnacle Summer Investments’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$15K	Buy	2,733 +421	+18%	+$2.6K	﹤0.01%	508
2015 Q3	$14K	Hold	2,312	–	–	﹤0.01%	691
2015 Q2	$19K	Sell	2,312 -249	-10%	-$2.17K	﹤0.01%	438
2015 Q1	$21K	Buy	2,561 +191	+8%	+$1.74K	﹤0.01%	647
2014 Q4	$23K	Buy	2,370 +334	+16%	+$3.05K	﹤0.01%	638
2014 Q3	$20K	Hold	2,036	–	–	﹤0.01%	685
2014 Q2	$27K	Buy	2,036 +194	+11%	+$2.25K	﹤0.01%	595
2014 Q1	$21K	Buy	1,842 +103	+6%	+$1.26K	﹤0.01%	593
2013 Q4	$18K	Buy	1,739 +595	+52%	+$6.75K	﹤0.01%	617
2013 Q3	$14K	Buy	+1,144	New	+$14.9K	﹤0.01%	617

Other funds holding SLVP

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWMPD

Integrated Wealth Management (Palm Desert) Palm Desert, California $299M AUM 12.85% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Pinnacle Summer Investments increased its iShares MSCI Global Silver and Metals Miners ETF (SLVP) stake by 18% in Q4 2015, buying an estimated $2.6K and bringing the position to 2,733 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Pinnacle Summer Investments first reported a position in SLVP in Q3 2013 and has held it in 10 quarters since. The position peaked at $27K in Q2 2014. 13 funds tracked by Wall St. Rank hold SLVP as of Q4 2015.

Pinnacle Summer Investments held 2,733 shares of iShares MSCI Global Silver and Metals Miners ETF worth $15K as of Q4 2015.
Pinnacle Summer Investments bought 421 iShares MSCI Global Silver and Metals Miners ETF shares in Q4 2015, an estimated $2.6K.
iShares MSCI Global Silver and Metals Miners ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #508 holding.
Pinnacle Summer Investments first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2013 and has held it in 10 quarters since.
Pinnacle Summer Investments's iShares MSCI Global Silver and Metals Miners ETF position peaked at $27K in Q2 2014.
13 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q4 2015.

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