Pinnacle Financial Partners (Tennessee)’s WisdomTree European Opportunities Fund OPPE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-727	Closed	-$22K	–	348
2018 Q3	$22K	Buy	+727	New	+$22.2K	﹤0.01%	389
2018 Q2	–	Sell	-727	Closed	-$22K	–	403
2018 Q1	$22K	Buy	+727	New	+$22.8K	﹤0.01%	362

Other funds holding OPPE

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s OPPE Position: Q4 2018 in Review

Pinnacle Financial Partners (Tennessee) sold out of WisdomTree European Opportunities Fund (OPPE) in Q4 2018, closing a stake of 727 shares — an estimated $22K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in OPPE in Q1 2018 and held it in 2 quarters. The position peaked at $22K in Q3 2018. 31 funds tracked by Wall St. Rank hold OPPE as of Q4 2018.

Pinnacle Financial Partners (Tennessee) reported no remaining WisdomTree European Opportunities Fund position as of Q4 2018 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 727 WisdomTree European Opportunities Fund shares in Q4 2018, an estimated $22K.
Pinnacle Financial Partners (Tennessee) first reported a position in WisdomTree European Opportunities Fund in Q1 2018 and held it in 2 quarters.
Pinnacle Financial Partners (Tennessee)'s WisdomTree European Opportunities Fund position peaked at $22K in Q3 2018.
31 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2018.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2018, filed 4 Feb 2019.