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Lebenthal Asset Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Lebenthal Asset 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
2016
Q4 		– Sell
-465
Closed -$25K – 585
2016
Q3 		$25K Buy
+465
New +$25.1K ﹤0.01% 562

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 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Lebenthal Asset Management's PNFP Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2016, closing a stake of 465 shares — an estimated $25K sold.

Lebenthal Asset Management first reported a position in PNFP in Q3 2016 and held it in 1 quarter. The position peaked at $25K in Q3 2016. 214 funds tracked by Wall St. Rank hold PNFP as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Pinnacle Financial Partners Inc position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 465 Pinnacle Financial Partners Inc shares in Q4 2016, an estimated $25K.
  • Lebenthal Asset Management first reported a position in Pinnacle Financial Partners Inc in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Pinnacle Financial Partners Inc position peaked at $25K in Q3 2016.
  • 214 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.