Pinnacle Summer Investments, Inc.

13F Filings History

Latest 13F report
Q4 2015 - Feb 16, 2016
Value $
$678M
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 $678M as of Q4 2015. Top holdings included XOM, MAIN, XLP, AGG, and IEF.
Holdings Value

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

Name Holdings Value Location File Number
GFS Advisors, LLC $470M Houston, TX 028-13054
Leonetti & Associates, LLC $272M Buffalo Grove, IL 028-13075
Edelman Financial Services, LLC $0 Fairfax, VA 028-12214
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2015 793 $678M +$255M -$153M +$103M XOM, MAIN, XLP, AGG, IEF 13F-HR 2/16/2016, 09:46 AM
Q3 2015 1,009 $567M +$168M -$18.4M +$149M XOM, MAIN, AAPL, EPD, MCD Restatement 11/30/2015, 01:56 PM
Q2 2015 736 $474M +$32.3M -$202M -$170M XOM, MAIN, MEMPQ, AAPL, IDV 13F-HR 7/28/2015, 04:55 PM
Q1 2015 1,006 $666M +$27.7M -$29.5M -$1.75M XOM, MAIN, MEMPQ, SPY, AAPL 13F-HR 5/19/2015, 03:20 PM
Q4 2014 1,051 $668M +$102M -$290M -$188M XOM, MAIN, MEMPQ, SPY, AAPL 13F-HR 2/18/2015, 10:29 AM
Q3 2014 1,073 $902M +$315M -$241M +$73.8M XOM, MAIN, SPY, MEMPQ, EPD 13F-HR 11/13/2014, 04:05 PM
Q2 2014 1,019 $860M +$306M -$238M +$67.5M XOM, MAIN, SPY, MEMPQ, AAPL 13F-HR 8/7/2014, 09:26 PM
Q1 2014 975 $781M +$147M -$98.8M +$48.1M XOM, MAIN, SPY, OXY, MEMPQ 13F-HR 5/16/2014, 06:35 AM
Q4 2013 975 $731M $0 $0 XOM, SPY, MAIN, OXY, MEMPQ 13F-HR 2/11/2014, 09:44 PM