PFPT
ITB icon

Pinnacle Financial Partners (Tennessee)’s iShares US Home Construction ETF ITB Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-708
Closed -$25K – 369
2018
Q3 		$25K Buy
+708
New +$26.9K ﹤0.01% 385
2018
Q2 		– Sell
-708
Closed -$28K – 415
2018
Q1 		$28K Buy
+708
New +$29.5K ﹤0.01% 357

Other funds holding ITB

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SCM
Sandler Capital Management New York $193M AUM 77.14% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) sold out of iShares US Home Construction ETF (ITB) in Q4 2018, closing a stake of 708 shares — an estimated $25K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in ITB in Q1 2018 and held it in 2 quarters. The position peaked at $28K in Q1 2018. 145 funds tracked by Wall St. Rank hold ITB as of Q4 2018.

  • Pinnacle Financial Partners (Tennessee) reported no remaining iShares US Home Construction ETF position as of Q4 2018 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 708 iShares US Home Construction ETF shares in Q4 2018, an estimated $25K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares US Home Construction ETF in Q1 2018 and held it in 2 quarters.
  • Pinnacle Financial Partners (Tennessee)'s iShares US Home Construction ETF position peaked at $28K in Q1 2018.
  • 145 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2018.

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