PFPT
IEX icon

Pinnacle Financial Partners (Tennessee)’s IDEX IEX Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-262
Closed -$30K – 363
2017
Q2 		$30K Buy
+262
New +$27.5K ﹤0.01% 374

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s IEX Position: Q3 2017 in Review

Pinnacle Financial Partners (Tennessee) sold out of IDEX (IEX) in Q3 2017, closing a stake of 262 shares — an estimated $30K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in IEX in Q2 2017 and held it in 1 quarter. The position peaked at $30K in Q2 2017. 357 funds tracked by Wall St. Rank hold IEX as of Q3 2017.

  • Pinnacle Financial Partners (Tennessee) reported no remaining IDEX position as of Q3 2017 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 262 IDEX shares in Q3 2017, an estimated $30K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in IDEX in Q2 2017 and held it in 1 quarter.
  • Pinnacle Financial Partners (Tennessee)'s IDEX position peaked at $30K in Q2 2017.
  • 357 funds tracked by Wall St. Rank held IDEX as of Q3 2017.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2017, filed 8 Nov 2017.