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Pinnacle Financial Partners (Tennessee)’s Polaris PII Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-3,631
Closed -$512K – 237
2015
Q1 		$512K Buy
3,631
+20
+0.6% +$2.95K 0.17% 132
2014
Q4 		$546K Buy
3,611
+6
+0.2% +$900 0.19% 126
2014
Q3 		$540K Buy
+3,605
New +$521K 0.21% 117

Other funds holding PII

Vanguard Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s PII Position: Q2 2015 in Review

Pinnacle Financial Partners (Tennessee) sold out of Polaris (PII) in Q2 2015, closing a stake of 3,631 shares — an estimated $512K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in PII in Q3 2014 and held it in 3 quarters. The position peaked at $546K in Q4 2014. 500 funds tracked by Wall St. Rank hold PII as of Q2 2015.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Polaris position as of Q2 2015 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 3,631 Polaris shares in Q2 2015, an estimated $512K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Polaris in Q3 2014 and held it in 3 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Polaris position peaked at $546K in Q4 2014.
  • 500 funds tracked by Wall St. Rank held Polaris as of Q2 2015.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2015, filed 28 Aug 2015.