PSI
X

Pinnacle Summer Investments’s US Steel X Stock Holding History

Pinnacle Summer Investments’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,000
Closed -$21K – 1033
2015
Q3 		$21K Buy
+2,000
New +$33.4K ﹤0.01% 617
2013
Q3 		– Sell
-11
Closed – – 986
2013
Q2 		$0 Buy
+11
New +$195 ﹤0.01% 821

Other funds holding X

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of US Steel (X) in Q4 2015, closing a stake of 2,000 shares — an estimated $21K sold.

Pinnacle Summer Investments first reported a position in X in Q2 2013 and held it in 2 quarters. The position peaked at $21K in Q3 2015. 257 funds tracked by Wall St. Rank hold X as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining US Steel position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 2,000 US Steel shares in Q4 2015, an estimated $21K.
  • Pinnacle Summer Investments first reported a position in US Steel in Q2 2013 and held it in 2 quarters.
  • Pinnacle Summer Investments's US Steel position peaked at $21K in Q3 2015.
  • 257 funds tracked by Wall St. Rank held US Steel as of Q4 2015.

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