Pinnacle Financial Partners (Tennessee)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-729	Closed	-$97K	–	496
2021 Q2	$97K	Hold	729	–	–	﹤0.01%	371
2021 Q1	$85K	Hold	729	–	–	﹤0.01%	356
2020 Q4	$76K	Hold	729	–	–	﹤0.01%	358
2020 Q3	$76K	Hold	729	–	–	﹤0.01%	346
2020 Q2	$70K	Hold	729	–	–	﹤0.01%	336
2020 Q1	$59K	Buy	+729	New	+$69.6K	﹤0.01%	338

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s QUAL Position: Q3 2021 in Review

Pinnacle Financial Partners (Tennessee) sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2021, closing a stake of 729 shares — an estimated $97K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in QUAL in Q1 2020 and held it in 6 quarters. The position peaked at $97K in Q2 2021. 768 funds tracked by Wall St. Rank hold QUAL as of Q3 2021.

Pinnacle Financial Partners (Tennessee) reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2021 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 729 iShares MSCI USA Quality Factor ETF shares in Q3 2021, an estimated $97K.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and held it in 6 quarters.
Pinnacle Financial Partners (Tennessee)'s iShares MSCI USA Quality Factor ETF position peaked at $97K in Q2 2021.
768 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2021.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2021, filed 26 Oct 2021.