13F Filings History of Pinnacle Summer Investments, Inc.

Latest 13F report
Q4 2015 - 16 Feb 2016
Value $
$678,118,000
Signature - Title
Jack Bruno - SVP Wealth Management
Location
Fairfax, VA
Summary
This page shows a list of all the recent 13F filings made by Pinnacle Summer Investments, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pinnacle Summer Investments, Inc. reported 793 stock holdings with total value $678,118,000 as of Q4 2015. Top holdings included XOM, MAIN, XLP, AGG, and IEF.

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Holdings Value

List of Other Managers Reporting for Pinnacle Summer Investments, Inc.:

Name Holdings Value Location File Number
Edelman Financial Services, LLC $0 Fairfax, VA 028-12214
GFS Advisors, LLC $830,594,615 Houston, TX 028-13054
Leonetti & Associates, LLC $271,803,000 Buffalo Grove, IL 028-13075
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2015 793 $678,118,000 +$255,359,581 -$152,736,655 +$102,622,926 XOM, MAIN, XLP, AGG, IEF 13F-HR 16 Feb 2016, 09:46
Q3 2015 1,009 $566,974,000 +$167,678,165 -$18,369,893 +$149,308,272 XOM, MAIN, AAPL, EPD, MCD Restatement 30 Nov 2015, 13:56
Q2 2015 736 $474,057,000 +$32,277,454 -$202,224,247 -$169,946,793 XOM, MAIN, MEMPQ, AAPL, IDV 13F-HR 28 Jul 2015, 16:55
Q1 2015 1,006 $665,517,318 +$27,723,661 -$29,475,604 -$1,751,943 XOM, MAIN, MEMPQ, SPY, AAPL 13F-HR 19 May 2015, 15:20
Q4 2014 1,051 $667,964,747 +$102,356,638 -$290,036,274 -$187,679,636 XOM, MAIN, MEMPQ, SPY, AAPL 13F-HR 18 Feb 2015, 10:29
Q3 2014 1,073 $902,000,000 +$314,560,521 -$240,755,499 +$73,805,022 XOM, PDL BIOPHARMA INC, MAIN, COLONY FINL INC, ARES CAP CORP 13F-HR 13 Nov 2014, 16:05
Q2 2014 1,019 $860,191,000 +$305,569,327 -$238,109,403 +$67,459,924 XOM, PDL BIOPHARMA INC, COLONY FINL INC, ARES CAP CORP, PROSPECT CAPITAL CORPORATION 13F-HR 07 Aug 2014, 21:26
Q1 2014 975 $780,734,000 +$146,913,651 -$98,841,141 +$48,072,510 XOM, PDL BIOPHARMA INC, PROSPECT CAPITAL CORPORATION, MAIN, SPY 13F-HR 16 May 2014, 06:35
Q4 2013 975 $731,061,000 $0 $0 $0 XOM, PROSPECT CAPITAL CORPORATION, SPY, MAIN, ARES CAP CORP 13F-HR 11 Feb 2014, 21:44