PFPT
GBAB

Pinnacle Financial Partners (Tennessee)’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio GBAB Stock Details GBAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-11,365
Closed -$242K – 260
2015
Q4 		$242K Buy
+11,365
New +$248K 0.08% 218

Other funds holding GBAB

GC
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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s GBAB Position: Q1 2016 in Review

Pinnacle Financial Partners (Tennessee) sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q1 2016, closing a stake of 11,365 shares — an estimated $242K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in GBAB in Q4 2015 and held it in 1 quarter. The position peaked at $242K in Q4 2015. 31 funds tracked by Wall St. Rank hold GBAB as of Q1 2016.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q1 2016 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 11,365 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q1 2016, an estimated $242K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q4 2015 and held it in 1 quarter.
  • Pinnacle Financial Partners (Tennessee)'s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $242K in Q4 2015.
  • 31 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q1 2016.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q1 2016, filed 4 May 2016.