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Integrated Wealth Management (Palm Desert)’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-2,363
Closed -$128K – 806
2016
Q3 		$128K Hold
2,363
– – 0.05% 286
2016
Q2 		$115K Sell
2,363
-2,700
-53% -$132K 0.04% 296
2016
Q1 		$248K Buy
+5,063
New +$242K 0.1% 164

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PNFP Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2016, closing a stake of 2,363 shares — an estimated $128K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PNFP in Q1 2016 and held it in 3 quarters. The position peaked at $248K in Q1 2016. 214 funds tracked by Wall St. Rank hold PNFP as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Pinnacle Financial Partners Inc position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,363 Pinnacle Financial Partners Inc shares in Q4 2016, an estimated $128K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Pinnacle Financial Partners Inc in Q1 2016 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s Pinnacle Financial Partners Inc position peaked at $248K in Q1 2016.
  • 214 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.