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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 $1.55T AUM 33.47% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s IYLD Position: Q4 2015 in Review

Pinnacle Financial Partners (Tennessee) sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2015, closing a stake of 46,015 shares — an estimated $1.08M sold.

Pinnacle Financial Partners (Tennessee) first reported a position in IYLD in Q4 2014 and held it in 4 quarters. The position peaked at $1.14M in Q2 2015. 35 funds tracked by Wall St. Rank hold IYLD as of Q4 2015.

  • Pinnacle Financial Partners (Tennessee) reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 46,015 iShares Morningstar Multi-Asset Income ETF shares in Q4 2015, an estimated $1.08M.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2014 and held it in 4 quarters.
  • Pinnacle Financial Partners (Tennessee)'s iShares Morningstar Multi-Asset Income ETF position peaked at $1.14M in Q2 2015.
  • 35 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2015.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2015, filed 28 Jan 2016.