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Concert Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Concert Wealth Management’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
2017
Q1 		– Sell
-10,921
Closed -$757K – 507
2016
Q4 		$757K Buy
10,921
+488
+5% +$29.5K 0.17% 182
2016
Q3 		$565K Sell
10,433
-3
-0% -$162 0.07% 348
2016
Q2 		$510K Buy
10,436
+95
+0.9% +$4.65K 0.07% 342
2016
Q1 		$508K Sell
10,341
-85
-0.8% -$4.05K 0.07% 350
2015
Q4 		$535K Buy
+10,426
New +$552K 0.07% 339

Other funds holding PNFP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Concert Wealth Management's PNFP Position: Q1 2017 in Review

Concert Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2017, closing a stake of 10,921 shares — an estimated $757K sold.

Concert Wealth Management first reported a position in PNFP in Q4 2015 and held it in 5 quarters. The position peaked at $757K in Q4 2016. 225 funds tracked by Wall St. Rank hold PNFP as of Q1 2017.

  • Concert Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q1 2017 after selling out during the quarter.
  • Concert Wealth Management sold 10,921 Pinnacle Financial Partners Inc shares in Q1 2017, an estimated $757K.
  • Concert Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q4 2015 and held it in 5 quarters.
  • Concert Wealth Management's Pinnacle Financial Partners Inc position peaked at $757K in Q4 2016.
  • 225 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2017.

Based on Concert Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.