Pinnacle Financial Partners (Tennessee)’s Kestrel Group KG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-582	Closed	-$163K	–	481
2017 Q1	$163K	Sell	582 -220	-27%	-$72.4K	0.03%	241
2016 Q4	$280K	Buy	802 +20	+3%	+$6.13K	0.06%	203
2016 Q3	$199K	Hold	782	–	–	0.04%	265
2016 Q2	$199K	Sell	782 -156	-17%	-$39.5K	0.05%	256
2016 Q1	$243K	Hold	938	–	–	0.06%	213
2015 Q4	$280K	Hold	938	–	–	0.09%	200
2015 Q3	$260K	Hold	938	–	–	0.08%	183
2015 Q2	$296K	Buy	938 +76	+9%	+$22.2K	0.09%	174
2015 Q1	$256K	Buy	+862	New	+$238K	0.09%	181

Other funds holding KG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s KG Position: Q2 2017 in Review

Pinnacle Financial Partners (Tennessee) sold out of Kestrel Group (KG) in Q2 2017, closing a stake of 582 shares — an estimated $163K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in KG in Q1 2015 and held it in 9 quarters. The position peaked at $296K in Q2 2015. 158 funds tracked by Wall St. Rank hold KG as of Q2 2017.

Pinnacle Financial Partners (Tennessee) reported no remaining Kestrel Group position as of Q2 2017 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 582 Kestrel Group shares in Q2 2017, an estimated $163K.
Pinnacle Financial Partners (Tennessee) first reported a position in Kestrel Group in Q1 2015 and held it in 9 quarters.
Pinnacle Financial Partners (Tennessee)'s Kestrel Group position peaked at $296K in Q2 2015.
158 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2017.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2017, filed 2 Aug 2017.