LWM
PNFP icon

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

LBA 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 		$1K Hold
18
– – ﹤0.01% 432
2016
Q4 		$1K Hold
18
– – ﹤0.01% 436
2016
Q3 		$1K Buy
+18
New +$971 ﹤0.01% 440

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

LBA Wealth Management held its Pinnacle Financial Partners Inc (PNFP) position steady in Q1 2017 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

LBA Wealth Management first reported a position in PNFP in Q3 2016 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold PNFP as of Q1 2017.

  • LBA Wealth Management held 18 shares of Pinnacle Financial Partners Inc worth $1K as of Q1 2017.
  • LBA Wealth Management left its Pinnacle Financial Partners Inc share count unchanged in Q1 2017.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #432 holding.
  • LBA Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q3 2016 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.