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Alera Investment Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Alera Investment Advisors’s Portfolio PNFP Stock Details PNFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-83
Closed -$5K – 761
2019
Q1 		$5K Buy
83
+46
+124% +$2.54K ﹤0.01% 645
2018
Q4 		$2K Buy
+37
New +$1.96K ﹤0.01% 785

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACP
Aquiline Capital Partners New York $46.9M AUM 5.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Alera Investment Advisors's PNFP Position: Q2 2019 in Review

Alera Investment Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2019, closing a stake of 83 shares — an estimated $5K sold.

Alera Investment Advisors first reported a position in PNFP in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 325 funds tracked by Wall St. Rank hold PNFP as of Q2 2019.

  • Alera Investment Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 83 Pinnacle Financial Partners Inc shares in Q2 2019, an estimated $5K.
  • Alera Investment Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Pinnacle Financial Partners Inc position peaked at $5K in Q1 2019.
  • 325 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.