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Pinnacle Summer Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pinnacle Summer Investments’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$14K Sell
206
-37
-15% -$2.48K ﹤0.01% 517
2015
Q3 		$15K Hold
243
– – ﹤0.01% 674
2015
Q2 		$16K Buy
+243
New +$16.9K ﹤0.01% 462

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return

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

Pinnacle Summer Investments reduced its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q4 2015, selling an estimated $2.48K and leaving 206 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Pinnacle Summer Investments first reported a position in VYM in Q2 2015 and has held it in 3 quarters since. The position peaked at $16K in Q2 2015. 423 funds tracked by Wall St. Rank hold VYM as of Q4 2015.

  • Pinnacle Summer Investments held 206 shares of Vanguard High Dividend Yield ETF worth $14K as of Q4 2015.
  • Pinnacle Summer Investments sold 37 Vanguard High Dividend Yield ETF shares in Q4 2015, an estimated $2.48K.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #517 holding.
  • Pinnacle Summer Investments first reported a position in Vanguard High Dividend Yield ETF in Q2 2015 and has held it in 3 quarters since.
  • Pinnacle Summer Investments's Vanguard High Dividend Yield ETF position peaked at $16K in Q2 2015.
  • 423 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2015.

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