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Pinnacle Financial Partners (Tennessee)’s iShares US Energy ETF IYE Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-111
Closed -$4K – 416
2018
Q1 		$4K Buy
+111
New +$4.3K ﹤0.01% 396

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UCFA
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Wells Fargo
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ANTB
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EC
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Pinnacle Financial Partners (Tennessee)'s IYE Position: Q2 2018 in Review

Pinnacle Financial Partners (Tennessee) sold out of iShares US Energy ETF (IYE) in Q2 2018, closing a stake of 111 shares — an estimated $4K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in IYE in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 195 funds tracked by Wall St. Rank hold IYE as of Q2 2018.

  • Pinnacle Financial Partners (Tennessee) reported no remaining iShares US Energy ETF position as of Q2 2018 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 111 iShares US Energy ETF shares in Q2 2018, an estimated $4K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares US Energy ETF in Q1 2018 and held it in 1 quarter.
  • Pinnacle Financial Partners (Tennessee)'s iShares US Energy ETF position peaked at $4K in Q1 2018.
  • 195 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2018.

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