PSI
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Pinnacle Summer Investments’s Team TISI Stock Holding History

Pinnacle Summer Investments’s Portfolio TISI Stock Details TISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-566
Closed -$240K – 1002
2013
Q4 		$240K Hold
566
– – 0.03% 236
2013
Q3 		$225K Buy
+566
New +$223K 0.04% 222

Other funds holding TISI

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Pinnacle Summer Investments's TISI Position: Q1 2014 in Review

Pinnacle Summer Investments sold out of Team (TISI) in Q1 2014, closing a stake of 566 shares — an estimated $240K sold.

Pinnacle Summer Investments first reported a position in TISI in Q3 2013 and held it in 2 quarters. The position peaked at $240K in Q4 2013. 97 funds tracked by Wall St. Rank hold TISI as of Q1 2014.

  • Pinnacle Summer Investments reported no remaining Team position as of Q1 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 566 Team shares in Q1 2014, an estimated $240K.
  • Pinnacle Summer Investments first reported a position in Team in Q3 2013 and held it in 2 quarters.
  • Pinnacle Summer Investments's Team position peaked at $240K in Q4 2013.
  • 97 funds tracked by Wall St. Rank held Team as of Q1 2014.

Based on Pinnacle Summer Investments's 13F filing for Q1 2014, filed 16 May 2014.