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Pinnacle Summer Investments’s Vanguard Materials ETF VAW Stock Holding History

Pinnacle Summer Investments’s Portfolio VAW Stock Details VAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-65
Closed -$6K – 1016
2015
Q3 		$6K Buy
+65
New +$6.41K ﹤0.01% 814
2015
Q2 		– Sell
-49
Closed -$5K – 946
2015
Q1 		$5K Hold
49
– – ﹤0.01% 875
2014
Q4 		$5K Hold
49
– – ﹤0.01% 892
2014
Q3 		$5K Hold
49
– – ﹤0.01% 902
2014
Q2 		$5K Hold
49
– – ﹤0.01% 846
2014
Q1 		$5K Hold
49
– – ﹤0.01% 803
2013
Q4 		$5K Hold
49
– – ﹤0.01% 813
2013
Q3 		$5K Hold
49
– – ﹤0.01% 775
2013
Q2 		$4K Buy
+49
New +$4.35K ﹤0.01% 723

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of Vanguard Materials ETF (VAW) in Q4 2015, closing a stake of 65 shares — an estimated $6K sold.

Pinnacle Summer Investments first reported a position in VAW in Q2 2013 and held it in 9 quarters. The position peaked at $6K in Q3 2015. 116 funds tracked by Wall St. Rank hold VAW as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Vanguard Materials ETF position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 65 Vanguard Materials ETF shares in Q4 2015, an estimated $6K.
  • Pinnacle Summer Investments first reported a position in Vanguard Materials ETF in Q2 2013 and held it in 9 quarters.
  • Pinnacle Summer Investments's Vanguard Materials ETF position peaked at $6K in Q3 2015.
  • 116 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2015.

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