Pinnacle Summer Investments Inc

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Pinnacle Summer Investments Inc Portfolio Holdings

13F Report Date: 6/30/2015

PINNACLE SUMMER INVESTMENTS Sector Weightings & New Holdings

PINNACLE SUMMER INVESTMENTS AUM, Portfolio Value and Historical 13F

The historical portfolio values of the fund were:

$563,697,000 in 2013Q3 – 13F Filing Available

$732,218,000 in 2013Q4 – 13F Filing Available

$790,038,000 in 2014Q1 – 13F Filing Available

$862,270,000 in 2014Q2 – 13F Filing Available

$902,050,000 in 2014Q3 – 13F Filing Available

$812,722,000 in 2014Q4 – 13F Filing Available

$474,093,000 in 2015Q2 – 13F Filing Available

Subsidiaries/Series: Edelman Financial Services LLC, SANDERS MORRIS HARRIS INC., SMH CAPITAL ADVISORS INC, Rikoon Group LLC

*Institutional Portfolio Holdings information is filed by institutions with over $100 million in AUM on form 13F with the SEC.

*% AUM is the stock or security value as a percentage of the assets under management. AUM is taken from the latest fund filed SEC Adv.

*The portfolio holdings report is limited to stocks and stock options of common and other shares, convertible preferred and convertible bonds. The report does not include cash, real estate and fixed income securities.

*Sentiment could be wrong because the fund might have increase or decrease its portfolio because of investments inflow or because an increase in short positions.


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