Pinnacle Summer Investments’s Invesco Solar ETF TAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$7K	Sell	250 -313	-56%	-$9.22K	﹤0.01%	591
2015 Q3	$15K	Buy	563 +36	+7%	+$1.17K	﹤0.01%	672
2015 Q2	$21K	Sell	527 -111	-17%	-$5.01K	﹤0.01%	422
2015 Q1	$28K	Buy	638 +169	+36%	+$6.51K	﹤0.01%	607
2014 Q4	$16K	Sell	469 -55	-10%	-$1.97K	﹤0.01%	712
2014 Q3	$21K	Hold	524	–	–	﹤0.01%	677
2014 Q2	$21K	Hold	524	–	–	﹤0.01%	645
2014 Q1	$21K	Buy	524 +24	+5%	+$1.03K	﹤0.01%	594
2013 Q4	$18K	Buy	+500	New	+$18.7K	﹤0.01%	618

Other funds holding TAN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

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

Pinnacle Summer Investments reduced its Invesco Solar ETF (TAN) stake by 56% in Q4 2015, selling an estimated $9.22K and leaving 250 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Pinnacle Summer Investments first reported a position in TAN in Q4 2013 and has held it in 9 quarters since. The position peaked at $28K in Q1 2015. 64 funds tracked by Wall St. Rank hold TAN as of Q4 2015.

Pinnacle Summer Investments held 250 shares of Invesco Solar ETF worth $7K as of Q4 2015.
Pinnacle Summer Investments sold 313 Invesco Solar ETF shares in Q4 2015, an estimated $9.22K.
Invesco Solar ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #591 holding.
Pinnacle Summer Investments first reported a position in Invesco Solar ETF in Q4 2013 and has held it in 9 quarters since.
Pinnacle Summer Investments's Invesco Solar ETF position peaked at $28K in Q1 2015.
64 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2015.

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