PSI
Pinnacle Summer Investments’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $10K | Sell |
234
-81,454
| -100% | -$3.48M | ﹤0.01% | 563 |
|
|
2015
Q3 | $3.37M | Buy |
81,688
+10,115
| +14% | +$417K | 0.58% | 34 |
|
|
2015
Q2 | $3.06M | Buy |
71,573
+43,989
| +159% | +$1.88M | 0.64% | 27 |
|
|
2015
Q1 | $1.22M | Buy |
27,584
+1,879
| +7% | +$83.2K | 0.17% | 113 |
|
|
2014
Q4 | $1.14M | Buy |
25,705
+17,621
| +218% | +$779K | 0.14% | 123 |
|
|
2014
Q3 | $352K | Buy |
8,084
+1,096
| +16% | +$47.7K | 0.04% | 255 |
|
|
2014
Q2 | $296K | Buy |
6,988
+745
| +12% | +$31.6K | 0.03% | 265 |
|
|
2014
Q1 | $259K | Sell |
6,243
-5,059
| -45% | -$210K | 0.03% | 238 |
|
|
2013
Q4 | $469K | Buy |
11,302
+6,816
| +152% | +$283K | 0.06% | 163 |
|
|
2013
Q3 | $186K | Buy |
+4,486
| New | +$186K | 0.03% | 239 |
|