Pinnacle Summer Investments, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2015
- Locationfairfax, VA
- CIK0001071341
- Alternate namesEDELMAN FINANCIAL GROUP INC.
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
854 | $678.25M | XOM, MAIN, XLP, AGG | 13F-HR | Feb 16, 2016 | 000108514616003202 | ||
1,050 | $584.87M | XOM, MAIN, AAPL, EPD | RESTATEMENT | Nov 30, 2015 | 000108514615002453 | ||
762 | $474.09M | XOM, MAIN, MEMP, AAPL | 13F-HR | Jul 28, 2015 | 000108514615001526 | ||
1,023 | $723.17M | XOM, MAIN, PDLI 4 02/01/18, MEMP | 13F-HR | May 19, 2015 | 000108514615001338 | ||
1,048 | $812.72M | XOM, PDLI 4 02/01/18, MAIN, DBRG 3.875 01/15/21 | 13F-HR | Feb 18, 2015 | 000108514615000788 | ||
1,098 | $902.05M | XOM, PDLI 4 02/01/18, MAIN, DBRG 3.875 01/15/21 | 13F-HR | Nov 13, 2014 | 000108514614002250 | ||
1,030 | $862.27M | XOM, PDLI 4 02/01/18, DBRG 3.875 01/15/21, ARCC 5.125 06/01/16 | 13F-HR | Aug 8, 2014 | 000108514614001562 | ||
987 | $790.04M | XOM, PDLI 4 02/01/18, PSEC 5.5 08/15/16, MAIN | 13F-HR | May 16, 2014 | 000108514614001237 | ||
987 | $732.22M | XOM, PSEC 5.5 08/15/16, SPY, MAIN | 13F-HR | Feb 12, 2014 | 000108514614000517 |