Pinnacle Financial Partners (Tennessee)’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-46,015	Closed	-$1.08M	–	254
2015 Q3	$1.08M	Hold	46,015	–	–	0.34%	91
2015 Q2	$1.14M	Buy	46,015 +3,335	+8%	+$85.2K	0.36%	86
2015 Q1	$1.1M	Hold	42,680	–	–	0.37%	83
2014 Q4	$1.09M	Buy	+42,680	New	+$1.11M	0.38%	85

Other funds holding IYLD

Bank of America

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

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return