KJWM
PNFP icon

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

Kiley Juergens 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
2018
Q4 		– Sell
-100
Closed -$6K – 484
2018
Q3 		$6K Hold
100
– – ﹤0.01% 516
2018
Q2 		$6K Buy
+100
New +$6.5K 0.01% 476

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
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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kiley Juergens Wealth Management's PNFP Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2018, closing a stake of 100 shares — an estimated $6K sold.

Kiley Juergens Wealth Management first reported a position in PNFP in Q2 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 322 funds tracked by Wall St. Rank hold PNFP as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 100 Pinnacle Financial Partners Inc shares in Q4 2018, an estimated $6K.
  • Kiley Juergens Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Pinnacle Financial Partners Inc position peaked at $6K in Q3 2018.
  • 322 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.