Pinnacle Summer Investments, Inc.

13F Portfolio Filings

Latest 13F report
Q4 2015 - Feb 16, 2016
Value $
$672M
Signature - Title
Jack Bruno - SVP Wealth Management
Location
4000 Legato Road, 9 Th Floor, Fairfax, VA
Holdings Value

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

Name Holdings Value Location File Number
Leonetti & Associates, LLC $272M Buffalo Grove, IL 028-13075
GFS Advisors, LLC $58.9M Houston, TX 028-13054
Edelman Financial Services, LLC Fairfax, VA 028-12214
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2015 690 $672M +$255M -$110M +$146M XOM, MAIN, XLP, AGG, IEF 13F-HR 2/16/2016, 08:46 AM
Q3 2015 910 $561M +$167M -$15.7M +$151M XOM, MAIN, AAPL, EPD, MCD Restatement 11/30/2015, 12:56 PM
Q2 2015 694 $470M +$31.8M -$133M -$102M XOM, MAIN, MEMPQ, AAPL, IDV 13F-HR 7/28/2015, 04:55 PM
Q1 2015 927 $696M +$26.7M -$19.9M +$6.84M XOM, MAIN, MEMPQ, SPY, AAPL 13F-HR 5/19/2015, 03:20 PM
Q4 2014 883 $753M +$97.7M -$124B -$124B XOM, MAIN, MEMPQ, AAPL, YUMAXXXX 13F-HR 2/18/2015, 09:29 AM
Q3 2014 1,022 $899M +$312M -$17.5M +$295M XOM, MAIN, SPY, MEMPQ, EPD 13F-HR 11/13/2014, 03:05 PM
Q2 2014 947 $635M +$85.5M -$74.1M +$11.4M XOM, MAIN, SPY, MEMPQ, AAPL 13F-HR 8/7/2014, 09:26 PM
Q1 2014 894 $779M +$147M -$83.9M +$63M XOM, MAIN, SPY, OXY, MEMPQ 13F-HR 5/16/2014, 06:35 AM
Q4 2013 908 $681M XOM, SPY, MAIN, OXY, MEMPQ 13F-HR 2/11/2014, 08:44 PM