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OTA Financial Group’s Pinnacle Financial Partners Inc PNFP Stock Holding History

OTA Financial Group’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
Q3 		– Sell
-18,970
Closed -$1.26M – 72
2017
Q2 		$1.26M Hold
18,970
– – 0.83% 17
2017
Q1 		$1.26M Buy
+18,970
New +$1.28M 0.79% 19

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 $3.37T AUM 44.26% 1-Year Est. Return
ACP
Aquiline Capital Partners New York $46.9M AUM 5.65% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

OTA Financial Group's PNFP Position: Q3 2017 in Review

OTA Financial Group sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2017, closing a stake of 18,970 shares — an estimated $1.26M sold.

OTA Financial Group first reported a position in PNFP in Q1 2017 and held it in 2 quarters. The position peaked at $1.26M in Q2 2017. 279 funds tracked by Wall St. Rank hold PNFP as of Q3 2017.

  • OTA Financial Group reported no remaining Pinnacle Financial Partners Inc position as of Q3 2017 after selling out during the quarter.
  • OTA Financial Group sold 18,970 Pinnacle Financial Partners Inc shares in Q3 2017, an estimated $1.26M.
  • OTA Financial Group first reported a position in Pinnacle Financial Partners Inc in Q1 2017 and held it in 2 quarters.
  • OTA Financial Group's Pinnacle Financial Partners Inc position peaked at $1.26M in Q2 2017.
  • 279 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2017.

Based on OTA Financial Group's 13F filing for Q3 2017, filed 20 Oct 2017.