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Pinnacle Summer Investments’s United States Natural Gas Fund UNG Stock Holding History

Pinnacle Summer Investments’s Portfolio UNG Stock Details UNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-14
Closed -$4K – 1004
2013
Q4 		$4K Hold
14
– – ﹤0.01% 832
2013
Q3 		$4K Sell
14
-142
-91% -$42.6K ﹤0.01% 799
2013
Q2 		$47K Buy
+156
New +$54.1K 0.01% 390

Other funds holding UNG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of United States Natural Gas Fund (UNG) in Q1 2014, closing a stake of 14 shares — an estimated $4K sold.

Pinnacle Summer Investments first reported a position in UNG in Q2 2013 and held it in 3 quarters. The position peaked at $47K in Q2 2013. 72 funds tracked by Wall St. Rank hold UNG as of Q1 2014.

  • Pinnacle Summer Investments reported no remaining United States Natural Gas Fund position as of Q1 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 14 United States Natural Gas Fund shares in Q1 2014, an estimated $4K.
  • Pinnacle Summer Investments first reported a position in United States Natural Gas Fund in Q2 2013 and held it in 3 quarters.
  • Pinnacle Summer Investments's United States Natural Gas Fund position peaked at $47K in Q2 2013.
  • 72 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q1 2014.

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