13F Filings History of Pinnacle Summer Investments, Inc.

Latest 13F report
Q4 2015 - 16 Feb 2016
Value $
$672,491,006
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 690 stock holdings with total value $672,491,006 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 Fairfax, VA 028-12214
GFS Advisors, LLC $783,744,559 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 690 $672,491,006 +$255,401,841 -$109,742,650 +$145,659,191 XOM, MAIN, XLP, AGG, IEF 13F-HR 16 Feb 2016, 08:46
Q3 2015 910 $561,340,000 +$166,717,699 -$15,679,064 +$151,038,635 XOM, MAIN, AAPL, EPD, MCD Restatement 30 Nov 2015, 12:56
Q2 2015 694 $470,304,000 +$31,756,409 -$133,478,997 -$101,722,588 XOM, MAIN, MEMPQ, AAPL, IDV 13F-HR 28 Jul 2015, 16:55
Q1 2015 927 $696,217,941 +$26,701,932 -$19,859,404 +$6,842,528 XOM, MAIN, MEMPQ, SPY, AAPL 13F-HR 19 May 2015, 15:20
Q4 2014 883 $753,263,000 +$97,684,901 -$123,997,256,049 -$123,899,571,148 XOM, MAIN, MEMPQ, AAPL, YUMAXXXX 13F-HR 18 Feb 2015, 09:29
Q3 2014 1,022 $898,849,000 +$312,158,040 -$17,512,802 +$294,645,238 XOM, MAIN, SPY, MEMPQ, EPD 13F-HR 13 Nov 2014, 15:05
Q2 2014 947 $634,788,684 +$85,495,535 -$74,115,923 +$11,379,612 XOM, MAIN, SPY, MEMPQ, AAPL 13F-HR 07 Aug 2014, 21:26
Q1 2014 894 $779,146,000 +$146,858,999 -$83,868,758 +$62,990,241 XOM, MAIN, SPY, OXY, MEMPQ 13F-HR 16 May 2014, 06:35
Q4 2013 908 $680,898,529 $0 XOM, SPY, MAIN, OXY, MEMPQ 13F-HR 11 Feb 2014, 20:44