CLIENT RELATIONSHIP SPEC

0001504404-16-000011.txt : 20160418 0001504404-16-000011.hdr.sgml : 20160418 20160418144138 ACCESSION NUMBER: 0001504404-16-000011 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160418 DATE AS OF CHANGE: 20160418 EFFECTIVENESS DATE: 20160418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pinnacle Advisory Group, Inc. CENTRAL INDEX KEY: 0001504404 IRS NUMBER: 201126571 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-14011 FILM NUMBER: 161576693 BUSINESS ADDRESS: STREET 1: 6345 WOODSIDE COURT STREET 2: SUITE 100 CITY: COLUMBIA STATE: MD ZIP: 21046 BUSINESS PHONE: 410-995-6630 MAIL ADDRESS: STREET 1: 6345 WOODSIDE COURT STREET 2: SUITE 100 CITY: COLUMBIA STATE: MD ZIP: 21046 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001504404 XXXXXXXX 03-31-2016 03-31-2016 true 1 RESTATEMENT Pinnacle Advisory Group, Inc.

6345 WOODSIDE COURT SUITE 100 COLUMBIA MD 21046

13F HOLDINGS REPORT 028-14011 Y Amending filing to correct shares & value stated for 3M co (cusip 88579y101). Also to include Intel Corp which was previously excluded from original file (cusip 458140100) KARIMA ESCALONA CLIENT RELATIONSHIP SPEC 4109956630 KARIMA ESCALONA COLUMBIA MD 04-18-2016 0 113 1050854 false INFORMATION TABLE 2 Final13FRunQ12016.xml BANK OF AMER COM 060505104 323 23915 SH OTR 0 0 0 0 INTEL CORP COM 458140100 251 7767 SH OTR 0 0 0 0 CIENA CORP COM 171779309 264 13904 SH OTR 0 0 0 0 DOMINION RES INC VA NEW COM 25746U109 788 10492 SH OTR 0 0 0 0 DBX ETF TR XTRAK MSCI BRAZL 233051507 21489 640524 SH SOLE 0 0 0 0 BARCLAYS BK PLC DJUBS CMDT ETN36 06738C778 20850 969790 SH SOLE 0 0 0 0 ISHARES MSCI SZ CAP ETF 464286749 24458 822699 SH SOLE 0 0 0 0 ISHARES INC MSCI PAC J IDX 464286699 504 32196 SH SOLE 0 0 0 0 ISHARES INC MSCI EMU 464286608 43253 1257735 SH SOLE 0 0 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 313 23257 SH SOLE 0 0 0 0 FREDERICK COUNTY BANCORP INC COM 355685108 265 11661 SH OTR 0 0 0 0 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 2543 76528 SH SOLE 0 0 0 0 FIDELITY MSCI HLTH CARE I 316092600 20047 626880 SH SOLE 0 0 0 0 GENERAL ELECTRIC COM 369604103 848 26682 SH OTR 0 0 0 0 CLAYMORE EXCH SHT DUR 18383M654 907 18200 SH SOLE 0 0 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 22110 425857 SH SOLE 0 0 0 0 ISHARES GOLD TR ISHARES 464285105 11860 998354 SH SOLE 0 0 0 0 ISHARES TR BARCLYS 7-10 YR 464287440 39704 359840 SH SOLE 0 0 0 0 ISHARES TR BARCLYS 3-7 YR 464288661 5826 46263 SH SOLE 0 0 0 0 ISHARES TR S&P NA MULTIMD 464287531 425 11633 SH SOLE 0 0 0 0 INTERSECTIONS INC COM 460981301 102 41816 SH OTR 0 0 0 0 ISHARES TR DJ HOME CONSTN 464288752 274 10129 SH SOLE 0 0 0 0 ISHARES TR DJ US TECH 464287721 115393 1063537 SH SOLE 0 0 0 0 JOHNSON & JOHNSON COM 478160104 1087 10052 SH OTR 0 0 0 0 SPDR SERIES TRUST BRC HGH YLD BD 78464A417 429 12533 SH SOLE 0 0 0 0 PIMCO ETF TR ENHAN SHRT MAT 72201R833 1638 16254 SH SOLE 0 0 0 0 MICROSOFT CORP COM 594918104 751 13602 SH OTR 0 0 0 0 ISHARES TR NTL AMTFREE 464288414 29050 260196 SH SOLE 0 0 0 0 POWERSHARES ETF TRUST WNDRHLL CLN EN 73935X500 135 33460 SH SOLE 0 0 0 0 PROCTOR & GAMBLE COM 742718108 841 10222 SH OTR 0 0 0 0 POWERSHARES GLOBAL ETF TRUST INSUR NATL MUN 73936T474 746 28991 SH SOLE 0 0 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 825 15860 SH SOLE 0 0 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 15335 553882 SH SOLE 0 0 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 610 12502 SH SOLE 0 0 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 8590 162641 SH SOLE 0 0 0 0 SPECTRA ENERGY CORP COM 847560109 353 11560 SH OTR 0 0 0 0 SPDR SERIES TRST SHT MUNI 78464A425 4720 96694 SH SOLE 0 0 0 0 ISHARES TR SOX SEMICND 464287523 947 10340 SH SOLE 0 0 0 0 AT&T INC COM 00206R102 595 15209 SH OTR 0 0 0 0 SPDR SERIES TRST BRCLY MUNI 78464A458 10248 207719 SH SOLE 0 0 0 0 ISHARES TR TIPS BD ETF 464287176 8561 74678 SH SOLE 0 0 0 0 ISHARES TR BARCLYS 20+ YR 464287432 146771 1123737 SH SOLE 0 0 0 0 IDACORP INC COM 451107106 202 2715 SH OTR 0 0 0 0 NETFLIX INC COM 64110L106 202 1985 SH OTR 0 0 0 0 PFIZER INC COM 717081103 210 7097 SH OTR 0 0 0 0 TCW STRATEGIC INCOME FUND IN COM 872340104 243 46625 SH OTR 0 0 0 0 WELLS FARGO & CO NEW COM 949746101 211 4379 SH OTR 0 0 0 0 FACEBOOK INC CL A 30303M102 214 1880 SH SOLE 0 0 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 216 3130 SH SOLE 0 0 0 0 PHILLIPS 66 COM 718546104 218 2525 SH OTR 0 0 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 220 8951 SH OTR 0 0 0 0 WISDOMTREE TRUST JAPN HEDGE EQT 97717W851 222 5095 SH SOLE 0 0 0 0 SCHWAB STRATEGIC TR COM 808524862 229 4512 SH OTR 0 0 0 0 UBS AG JERSEY BRH CMCI ETN 38 902641778 196 16075 SH SOLE 0 0 0 0 PHILIP MORRIS INTL INC COM 718172109 230 2350 SH OTR 0 0 0 0 WISDOMTREE TR COM 97717W786 250 6540 SH OTR 0 0 0 0 3M CO COM 88579Y101 445 2669 SH OTR 0 0 0 0 VANGUARD WORLD FDS TELCOMM ETF 92204A884 257 2773 SH SOLE 0 0 0 0 WISDOMTREE TR BLMBG US BULL 97717W471 34441 1312554 SH SOLE 0 0 0 0 PNC FINL SVCS GROUP INC COM 693475105 263 3120 SH OTR 0 0 0 0 BOEING CO COM 97023105 270 2128 SH OTR 0 0 0 0 FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 33734X150 273 9870 SH SOLE 0 0 0 0 VEECO INSTRS INC DEL COM 922417100 3693 189585 SH OTR 0 0 0 0 CISCO SYS INC COM 17275R102 282 9917 SH OTR 0 0 0 0 COCA COLA CO COM 191216100 283 6118 SH OTR 0 0 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 55339 448818 SH SOLE 0 0 0 0 COMMUNITY BK COM 203607106 286 7488 SH OTR 0 0 0 0 ALTRIA GROUP INC COM 02209S103 288 4611 SH OTR 0 0 0 0 JPMORGAN CHASE & CO COM 46625H100 295 4990 SH OTR 0 0 0 0 PIMCO ETF TR INTER MUN BD ST 72201R866 308 5693 SH SOLE 0 0 0 0 SCHWAB STRAT INTRM TRM TRES 808524854 314 5688 SH SOLE 0 0 0 0 MERCK & CO INC NEW COM 58933Y105 314 5946 SH OTR 0 0 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 314 2220 SH SOLE 0 0 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 322 7779 SH SOLE 0 0 0 0 UNDER ARMOUR INC CL A 904311107 322 3798 SH SOLE 0 0 0 0 ISHARES EM MKTS CURR ETF 464286517 332 7662 SH SOLE 0 0 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 337 4180 SH SOLE 0 0 0 0 DISNEY WALT CO COM 254687106 350 3529 SH SOLE 0 0 0 0 ISHARES TR INTL TREA BD ETF 464288117 363 3735 SH SOLE 0 0 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 366 7900 SH SOLE 0 0 0 0 COLGATE PALMOLIVE CO COM 194162103 379 5367 SH OTR 0 0 0 0 CHOICE HOTELS COM 169905106 381 7063 SH OTR 0 0 0 0 ISHARES TR DJ PHARMA 464288836 394 2878 SH SOLE 0 0 0 0 CHEVRON CORP COM 166764100 405 4246 SH OTR 0 0 0 0 MCCORMICK & CO INC COM 579780107 422 4256 SH OTR 0 0 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 428 7916 SH OTR 0 0 0 0 SOUTHERN CO COM 842587107 468 9049 SH OTR 0 0 0 0 NEXTERA ENERGY INC COM 65339F101 490 4148 SH OTR 0 0 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 500 2435 SH SOLE 0 0 0 0 AMGEN INC COM 031162100 509 3397 SH OTR 0 0 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 513 4897 SH SOLE 0 0 0 0 SPDR SERIES TRST S&P INS ETF 78464A789 536 7748 SH SOLE 0 0 0 0 ISHARES TR DJ HEALTH CARE 464288828 590 4837 SH SOLE 0 0 0 0 AMERICAN ELEC PWR INC COM 025537101 629 9487 SH OTR 0 0 0 0 ISHARES TR CORE S&P500 ETF 464287200 638 3087 SH SOLE 0 0 0 0 ISHARES TR S&P NA SOFTWR 464287515 649 6448 SH SOLE 0 0 0 0 MCCORMICK & CO INC COM 579780206 676 6798 SH OTR 0 0 0 0 SELECT SPDR TR INT-ENERGY 81369Y506 621 10048 SH SOLE 0 0 0 0 SELECT SPDR TR INT-FINL 81369Y605 74213 3298389 SH SOLE 0 0 0 0 IBM COM 459200101 680 4495 SH OTR 0 0 0 0 SELECT SPDR TR INT-INDS 81369Y704 32676 589086 SH SOLE 0 0 0 0 ISHARES TR BARCLYS MBS BD 464288588 747 6831 SH SOLE 0 0 0 0 SELECT SPDR TR CONS STPLS 81369Y308 132817 2503150 SH SOLE 0 0 0 0 SELECT SPDR TR INT-UTILS 81369Y886 61411 1237632 SH SOLE 0 0 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2022 29838 SH SOLE 0 0 0 0 SELECT SPDR TR CONS DISCR 81369Y407 60108 759907 SH SOLE 0 0 0 0 EXXON MOBIL COM 30231G102 1646 19697 SH OTR 0 0 0 0 CVS CAREMARK COM 126650100 814 7853 SH OTR 0 0 0 0 RYDEX ETF TRUST GUG S&P500EQWTTE 78355W817 912 9727 SH SOLE 0 0 0 0 ISHARES TR CORE TOTUSBD ETF 464287226 942 8500 SH SOLE 0 0 0 0 ISHARES TR N AMER TECH ETF 464287549 1071 9685 SH SOLE 0 0 0 0 GOOGLE INC CL A 38259P508 1617 2120 SH SOLE 0 0 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1801 9555 SH SOLE 0 0 0 0