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Pinnacle Financial Partners (Tennessee)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-132
Closed -$7K – 440
2018
Q2 		$7K Sell
132
-2
-1% -$100 ﹤0.01% 380
2018
Q1 		$7K Buy
+134
New +$6.72K ﹤0.01% 386

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Bank of America
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LPL Financial
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s NEAR Position: Q3 2018 in Review

Pinnacle Financial Partners (Tennessee) sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2018, closing a stake of 132 shares — an estimated $7K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in NEAR in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2018. 221 funds tracked by Wall St. Rank hold NEAR as of Q3 2018.

  • Pinnacle Financial Partners (Tennessee) reported no remaining iShares Short Maturity Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 132 iShares Short Maturity Bond ETF shares in Q3 2018, an estimated $7K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 2 quarters.
  • Pinnacle Financial Partners (Tennessee)'s iShares Short Maturity Bond ETF position peaked at $7K in Q2 2018.
  • 221 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2018.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2018, filed 31 Oct 2018.