PSI
ULQ

Pinnacle Summer Investments’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

Pinnacle Summer Investments’s Portfolio ULQ Stock Details ULQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-590
Closed -$30K – 1128
2014
Q2 		$30K Hold
590
– – ﹤0.01% 578
2014
Q1 		$30K Hold
590
– – ﹤0.01% 534
2013
Q4 		$30K Buy
+590
New +$30K ﹤0.01% 541

Other funds holding ULQ

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
PSW
Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return

Pinnacle Summer Investments's ULQ Position: Q3 2014 in Review

Pinnacle Summer Investments sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q3 2014, closing a stake of 590 shares — an estimated $30K sold.

Pinnacle Summer Investments first reported a position in ULQ in Q4 2013 and held it in 3 quarters. The position peaked at $30K in Q2 2014. 58 funds tracked by Wall St. Rank hold ULQ as of Q3 2014.

  • Pinnacle Summer Investments reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q3 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 590 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q3 2014, an estimated $30K.
  • Pinnacle Summer Investments first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q4 2013 and held it in 3 quarters.
  • Pinnacle Summer Investments's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $30K in Q2 2014.
  • 58 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q3 2014.

Based on Pinnacle Summer Investments's 13F filing for Q3 2014, filed 13 Nov 2014.