Pinnacle Summer Investments’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$37K	Sell	1,000 -628	-39%	-$23.6K	0.01%	383
2015 Q3	$58K	Buy	+1,628	New	+$62.5K	0.01%	466
2015 Q2	–	Sell	-1,628	Closed	-$65K	–	949
2015 Q1	$65K	Hold	1,628	–	–	0.01%	471
2014 Q4	$62K	Hold	1,628	–	–	0.01%	487
2014 Q3	$65K	Hold	1,628	–	–	0.01%	485
2014 Q2	$69K	Hold	1,628	–	–	0.01%	449
2014 Q1	$68K	Hold	1,628	–	–	0.01%	422
2013 Q4	$68K	Hold	1,628	–	–	0.01%	419
2013 Q3	$64K	Hold	1,628	–	–	0.01%	397
2013 Q2	$58K	Buy	+1,628	New	+$60.9K	0.01%	360

Other funds holding VEA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Pinnacle Summer Investments reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 39% in Q4 2015, selling an estimated $23.6K and leaving 1,000 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #383.

Pinnacle Summer Investments first reported a position in VEA in Q2 2013 and has held it in 10 quarters since. The position peaked at $69K in Q2 2014. 632 funds tracked by Wall St. Rank hold VEA as of Q4 2015.

Pinnacle Summer Investments held 1,000 shares of Vanguard FTSE Developed Markets ETF worth $37K as of Q4 2015.
Pinnacle Summer Investments sold 628 Vanguard FTSE Developed Markets ETF shares in Q4 2015, an estimated $23.6K.
Vanguard FTSE Developed Markets ETF made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #383 holding.
Pinnacle Summer Investments first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 10 quarters since.
Pinnacle Summer Investments's Vanguard FTSE Developed Markets ETF position peaked at $69K in Q2 2014.
632 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2015.

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