Pinnacle Summer Investments, Inc.
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 862,270
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 8/8/2014 | 1,030 | 862,270 | 13F-HR | EDELMAN FINANCIAL GROUP INC. |
| Q1 2014 | 5/16/2014 | 987 | 790,038 | 13F-HR | EDELMAN FINANCIAL GROUP INC. |
| Q4 2013 | 2/12/2014 | 987 | 732,218 | 13F-HR | EDELMAN FINANCIAL GROUP INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 523.8 K | 60.8% | 0 | 34.73 K | -34.73 K |
| ETFs | 110.6 K | 12.8% | 32.42 K | 0 | 32.42 K |
| Debt | 227.8 K | 26.4% | 74.52 K | 0 | 74.52 K |
| Other | 32 | 0.0% | 23 | 0 | 23 |
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Fund Snapshot
Q2 2014
Latest filed
8/8/2014
Total value ($000)
862,270
Holdings
1030
QoQ value change ($000)
72,232
(9.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.