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Pinnacle Summer Investments’s Wolfspeed WOLF Stock Holding History

Pinnacle Summer Investments’s Portfolio WOLF Stock Details WOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-215
Closed -$9K – 1091
2014
Q3 		$9K Sell
215
-65
-23% -$3K ﹤0.01% 837
2014
Q2 		$13K Buy
+280
New +$13.9K ﹤0.01% 733

Other funds holding WOLF

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pinnacle Summer Investments's WOLF Position: Q4 2014 in Review

Pinnacle Summer Investments sold out of Wolfspeed (WOLF) in Q4 2014, closing a stake of 215 shares — an estimated $9K sold.

Pinnacle Summer Investments first reported a position in WOLF in Q2 2014 and held it in 2 quarters. The position peaked at $13K in Q2 2014. 329 funds tracked by Wall St. Rank hold WOLF as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining Wolfspeed position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 215 Wolfspeed shares in Q4 2014, an estimated $9K.
  • Pinnacle Summer Investments first reported a position in Wolfspeed in Q2 2014 and held it in 2 quarters.
  • Pinnacle Summer Investments's Wolfspeed position peaked at $13K in Q2 2014.
  • 329 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2014.

Based on Pinnacle Summer Investments's 13F filing for Q4 2014, filed 18 Feb 2015.