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Pinnacle Summer Investments’s TransAlta TAC Stock Holding History

Pinnacle Summer Investments’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-7,000
Closed -$96K – 977
2013
Q2 		$96K Buy
+7,000
New +$98.8K 0.02% 287

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of TransAlta (TAC) in Q3 2013, closing a stake of 7,000 shares — an estimated $96K sold.

Pinnacle Summer Investments first reported a position in TAC in Q2 2013 and held it in 1 quarter. The position peaked at $96K in Q2 2013. 100 funds tracked by Wall St. Rank hold TAC as of Q3 2013.

  • Pinnacle Summer Investments reported no remaining TransAlta position as of Q3 2013 after selling out during the quarter.
  • Pinnacle Summer Investments sold 7,000 TransAlta shares in Q3 2013, an estimated $96K.
  • Pinnacle Summer Investments first reported a position in TransAlta in Q2 2013 and held it in 1 quarter.
  • Pinnacle Summer Investments's TransAlta position peaked at $96K in Q2 2013.
  • 100 funds tracked by Wall St. Rank held TransAlta as of Q3 2013.

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