Pinnacle Summer Investments, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2015
Location
Fairfax, VA
CIK
0001071341
Alternate names
EDELMAN FINANCIAL GROUP INC.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2015 854 678,246 XOM, MAIN, XLP, AGG 13F-HR 2/16/2016 000108514616003202
Q3 2015 1,050 584,872 XOM, MAIN, AAPL, EPD RESTATEMENT 11/30/2015 000108514615002453
Q2 2015 762 474,093 XOM, MAIN, MEMP, AAPL 13F-HR 7/28/2015 000108514615001526
Q1 2015 1,023 723,168 XOM, MAIN, PDL BIOPHARMA INC, MEMP 13F-HR 5/19/2015 000108514615001338
Q4 2014 1,048 812,722 XOM, PDL BIOPHARMA INC, MAIN, COLONY FINL INC 13F-HR 2/18/2015 000108514615000788
Q3 2014 1,098 902,050 XOM, PDL BIOPHARMA INC, MAIN, COLONY FINL INC 13F-HR 11/13/2014 000108514614002250
Q2 2014 1,030 862,270 XOM, PDL BIOPHARMA INC, COLONY FINL INC, ARES CAP CORP 13F-HR 8/8/2014 000108514614001562
Q1 2014 987 790,038 XOM, PDL BIOPHARMA INC, PROSPECT CAPITAL CORPORATION, MAIN 13F-HR 5/16/2014 000108514614001237
Q4 2013 987 732,218 XOM, PROSPECT CAPITAL CORPORATION, SPY, MAIN 13F-HR 2/12/2014 000108514614000517
Additional filings from Pinnacle Summer Investments, Inc. that have since been restated