PSI
WT icon

Pinnacle Summer Investments’s WisdomTree WT Stock Holding History

Pinnacle Summer Investments’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$0 Sell
122
-895
-88% -$16.4K ﹤0.01% 1030
2015
Q3 		$17K Buy
1,017
+4
+0.4% +$84 ﹤0.01% 652
2015
Q2 		$22K Buy
1,013
+4
+0.4% +$84 ﹤0.01% 415
2015
Q1 		$22K Buy
1,009
+4
+0.4% +$75 ﹤0.01% 638
2014
Q4 		$18K Sell
1,005
-2,535
-72% -$35.3K ﹤0.01% 692
2014
Q3 		$40K Buy
3,540
+1,363
+63% +$15.5K ﹤0.01% 562
2014
Q2 		$26K Buy
2,177
+1,648
+312% +$18.6K ﹤0.01% 599
2014
Q1 		$7K Sell
529
-471
-47% -$7.19K ﹤0.01% 757
2013
Q4 		$18K Hold
1,000
– – ﹤0.01% 620
2013
Q3 		$12K Hold
1,000
– – ﹤0.01% 652
2013
Q2 		$12K Buy
+1,000
New +$11.7K ﹤0.01% 588

Other funds holding WT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Pinnacle Summer Investments reduced its WisdomTree (WT) stake by 88% in Q4 2015, selling an estimated $16.4K and leaving 122 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Pinnacle Summer Investments first reported a position in WT in Q2 2013 and has held it in 11 quarters since. The position peaked at $40K in Q3 2014. 258 funds tracked by Wall St. Rank hold WT as of Q4 2015.

  • Pinnacle Summer Investments held 122 shares of WisdomTree worth $0 as of Q4 2015.
  • Pinnacle Summer Investments sold 895 WisdomTree shares in Q4 2015, an estimated $16.4K.
  • WisdomTree made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #1030 holding.
  • Pinnacle Summer Investments first reported a position in WisdomTree in Q2 2013 and has held it in 11 quarters since.
  • Pinnacle Summer Investments's WisdomTree position peaked at $40K in Q3 2014.
  • 258 funds tracked by Wall St. Rank held WisdomTree as of Q4 2015.

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