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Pinnacle Summer Investments’s iShares Future Exponential Technologies ETF XT Stock Holding History

Pinnacle Summer Investments’s Portfolio XT Stock Details XT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$13K Buy
529
+458
+645% +$11.3K ﹤0.01% 529
2015
Q3 		$2K Buy
+71
New +$1.77K ﹤0.01% 920

Other funds holding XT

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $540M AUM 33.16% 1-Year Est. Return

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

Pinnacle Summer Investments increased its iShares Future Exponential Technologies ETF (XT) stake by 645% in Q4 2015, buying an estimated $11.3K and bringing the position to 529 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Pinnacle Summer Investments first reported a position in XT in Q3 2015 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold XT as of Q4 2015.

  • Pinnacle Summer Investments held 529 shares of iShares Future Exponential Technologies ETF worth $13K as of Q4 2015.
  • Pinnacle Summer Investments bought 458 iShares Future Exponential Technologies ETF shares in Q4 2015, an estimated $11.3K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #529 holding.
  • Pinnacle Summer Investments first reported a position in iShares Future Exponential Technologies ETF in Q3 2015 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2015.

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