AWA
PNFP icon

Arete Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Arete Wealth 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
2018
Q1 		– Sell
-5,062
Closed -$336K – 342
2017
Q4 		$336K Buy
+5,062
New +$337K 0.11% 218

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Arete Wealth Advisors's PNFP Position: Q1 2018 in Review

Arete Wealth Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2018, closing a stake of 5,062 shares — an estimated $336K sold.

Arete Wealth Advisors first reported a position in PNFP in Q4 2017 and held it in 1 quarter. The position peaked at $336K in Q4 2017. 296 funds tracked by Wall St. Rank hold PNFP as of Q1 2018.

  • Arete Wealth Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q1 2018 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,062 Pinnacle Financial Partners Inc shares in Q1 2018, an estimated $336K.
  • Arete Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2017 and held it in 1 quarter.
  • Arete Wealth Advisors's Pinnacle Financial Partners Inc position peaked at $336K in Q4 2017.
  • 296 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2018.

Based on Arete Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.