PSI
STEL

Pinnacle Summer Investments’s STELLARONE CORPORATION COM STEL Stock Holding History

Pinnacle Summer Investments’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,723
Closed -$34K – 1016
2013
Q2 		$34K Buy
+1,723
New +$28K 0.01% 431

Other funds holding STEL

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Summer Investments's STEL Position: Q3 2013 in Review

Pinnacle Summer Investments sold out of STELLARONE CORPORATION COM (STEL) in Q3 2013, closing a stake of 1,723 shares — an estimated $34K sold.

Pinnacle Summer Investments first reported a position in STEL in Q2 2013 and held it in 1 quarter. The position peaked at $34K in Q2 2013. 81 funds tracked by Wall St. Rank hold STEL as of Q3 2013.

  • Pinnacle Summer Investments reported no remaining STELLARONE CORPORATION COM position as of Q3 2013 after selling out during the quarter.
  • Pinnacle Summer Investments sold 1,723 STELLARONE CORPORATION COM shares in Q3 2013, an estimated $34K.
  • Pinnacle Summer Investments first reported a position in STELLARONE CORPORATION COM in Q2 2013 and held it in 1 quarter.
  • Pinnacle Summer Investments's STELLARONE CORPORATION COM position peaked at $34K in Q2 2013.
  • 81 funds tracked by Wall St. Rank held STELLARONE CORPORATION COM as of Q3 2013.

Based on Pinnacle Summer Investments's 13F filing for Q3 2013, filed 14 Nov 2013.