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Pinnacle Summer Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

Pinnacle Summer Investments’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$118K Buy
630
+315
+100% +$59.3K 0.02% 251
2015
Q3 		$54K Buy
+315
New +$58.6K 0.01% 476

Other funds holding VOO

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

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

Pinnacle Summer Investments increased its Vanguard S&P 500 ETF (VOO) stake by 100% in Q4 2015, buying an estimated $59.3K and bringing the position to 630 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #251.

Pinnacle Summer Investments first reported a position in VOO in Q3 2015 and has held it in 2 quarters since. 491 funds tracked by Wall St. Rank hold VOO as of Q4 2015.

  • Pinnacle Summer Investments held 630 shares of Vanguard S&P 500 ETF worth $118K as of Q4 2015.
  • Pinnacle Summer Investments bought 315 Vanguard S&P 500 ETF shares in Q4 2015, an estimated $59.3K.
  • Vanguard S&P 500 ETF made up 0.02% of Pinnacle Summer Investments's portfolio in Q4 2015, its #251 holding.
  • Pinnacle Summer Investments first reported a position in Vanguard S&P 500 ETF in Q3 2015 and has held it in 2 quarters since.
  • 491 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2015.

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