PSI
YAO

Pinnacle Summer Investments’s Invesco China All-Cap ETF YAO Stock Holding History

Pinnacle Summer Investments’s Portfolio YAO Stock Details YAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-100
Closed -$2K – 1002
2013
Q2 		$2K Buy
+100
New +$2.37K ﹤0.01% 785

Other funds holding YAO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Summer Investments's YAO Position: Q3 2013 in Review

Pinnacle Summer Investments sold out of Invesco China All-Cap ETF (YAO) in Q3 2013, closing a stake of 100 shares — an estimated $2K sold.

Pinnacle Summer Investments first reported a position in YAO in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 18 funds tracked by Wall St. Rank hold YAO as of Q3 2013.

  • Pinnacle Summer Investments reported no remaining Invesco China All-Cap ETF position as of Q3 2013 after selling out during the quarter.
  • Pinnacle Summer Investments sold 100 Invesco China All-Cap ETF shares in Q3 2013, an estimated $2K.
  • Pinnacle Summer Investments first reported a position in Invesco China All-Cap ETF in Q2 2013 and held it in 1 quarter.
  • Pinnacle Summer Investments's Invesco China All-Cap ETF position peaked at $2K in Q2 2013.
  • 18 funds tracked by Wall St. Rank held Invesco China All-Cap ETF as of Q3 2013.

Based on Pinnacle Summer Investments's 13F filing for Q3 2013, filed 14 Nov 2013.