Pinnacle Financial Partners (Tennessee)’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio IEO Stock Details IEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-620	Closed	-$39K	–	413
2018 Q1	$39K	Buy	+620	New	+$39.8K	﹤0.01%	345

Other funds holding IEO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAM

Cypress Asset Management Houston, Texas $455M AUM 26.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAS

Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s IEO Position: Q2 2018 in Review

Pinnacle Financial Partners (Tennessee) sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2018, closing a stake of 620 shares — an estimated $39K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in IEO in Q1 2018 and held it in 1 quarter. The position peaked at $39K in Q1 2018. 99 funds tracked by Wall St. Rank hold IEO as of Q2 2018.

Pinnacle Financial Partners (Tennessee) reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2018 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 620 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2018, an estimated $39K.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2018 and held it in 1 quarter.
Pinnacle Financial Partners (Tennessee)'s iShares US Oil & Gas Exploration & Production ETF position peaked at $39K in Q1 2018.
99 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2018.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2018, filed 27 Jul 2018.