Pinnacle Financial Partners (Tennessee)’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-25,983	Closed	-$1.97M	–	366
2018 Q3	$1.97M	Buy	25,983 +9,447	+57%	+$707K	0.17%	141
2018 Q2	$1.22M	Hold	16,536	–	–	0.12%	165
2018 Q1	$1.26M	Buy	16,536 +6,356	+62%	+$492K	0.13%	161
2017 Q4	$784K	Buy	10,180 +3,075	+43%	+$237K	0.08%	185
2017 Q3	$547K	Hold	7,105	–	–	0.07%	183
2017 Q2	$544K	Buy	+7,105	New	+$539K	0.08%	199

Other funds holding IGHG

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

HMS Capital Management Nashville, Tennessee $259M AUM 28.96% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s IGHG Position: Q4 2018 in Review

Pinnacle Financial Partners (Tennessee) sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2018, closing a stake of 25,983 shares — an estimated $1.97M sold.

Pinnacle Financial Partners (Tennessee) first reported a position in IGHG in Q2 2017 and held it in 6 quarters. The position peaked at $1.97M in Q3 2018. 60 funds tracked by Wall St. Rank hold IGHG as of Q4 2018.

Pinnacle Financial Partners (Tennessee) reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2018 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 25,983 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2018, an estimated $1.97M.
Pinnacle Financial Partners (Tennessee) first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2017 and held it in 6 quarters.
Pinnacle Financial Partners (Tennessee)'s ProShares Investment Grade-Interest Rate Hedged position peaked at $1.97M in Q3 2018.
60 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2018.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2018, filed 4 Feb 2019.