PFPT
OAK

Pinnacle Financial Partners (Tennessee)’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio OAK Stock Details OAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-25
Closed -$1K – 482
2019
Q1 		$1K Buy
+25
New +$1.08K ﹤0.01% 453

Other funds holding OAK

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s OAK Position: Q2 2019 in Review

Pinnacle Financial Partners (Tennessee) sold out of OAKTREE CAPITAL GROUP, LLC (OAK) in Q2 2019, closing a stake of 25 shares — an estimated $1K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in OAK in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 184 funds tracked by Wall St. Rank hold OAK as of Q2 2019.

  • Pinnacle Financial Partners (Tennessee) reported no remaining OAKTREE CAPITAL GROUP, LLC position as of Q2 2019 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 25 OAKTREE CAPITAL GROUP, LLC shares in Q2 2019, an estimated $1K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in OAKTREE CAPITAL GROUP, LLC in Q1 2019 and held it in 1 quarter.
  • Pinnacle Financial Partners (Tennessee)'s OAKTREE CAPITAL GROUP, LLC position peaked at $1K in Q1 2019.
  • 184 funds tracked by Wall St. Rank held OAKTREE CAPITAL GROUP, LLC as of Q2 2019.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2019, filed 13 Aug 2019.