Pinnacle Financial Partners (Tennessee)’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-6,415	Closed	-$599K	–	252
2016 Q4	$599K	Buy	6,415 +30	+0.5%	+$2.75K	0.13%	152
2016 Q3	$646K	Hold	6,385	–	–	0.15%	149
2016 Q2	$646K	Hold	6,385	–	–	0.15%	146
2016 Q1	$608K	Hold	6,385	–	–	0.16%	146
2015 Q4	$585K	Hold	6,385	–	–	0.18%	135
2015 Q3	$550K	Hold	6,385	–	–	0.17%	131
2015 Q2	$539K	Hold	6,385	–	–	0.17%	130
2015 Q1	$604K	Hold	6,385	–	–	0.2%	121
2014 Q4	$580K	Hold	6,385	–	–	0.2%	124
2014 Q3	$510K	Sell	6,385 -955	-13%	-$79.9K	0.19%	124
2014 Q2	$609K	Buy	7,340 +3,815	+108%	+$311K	0.24%	111
2014 Q1	$275K	Hold	3,525	–	–	0.12%	137
2013 Q4	$251K	Hold	3,525	–	–	0.11%	138
2013 Q3	$257K	Hold	3,525	–	–	0.13%	119
2013 Q2	$268K	Buy	+3,525	New	+$282K	0.14%	114

Other funds holding RWR

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s RWR Position: Q1 2017 in Review

Pinnacle Financial Partners (Tennessee) sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2017, closing a stake of 6,415 shares — an estimated $599K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in RWR in Q2 2013 and held it in 15 quarters. The position peaked at $646K in Q3 2016. 221 funds tracked by Wall St. Rank hold RWR as of Q1 2017.

Pinnacle Financial Partners (Tennessee) reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2017 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 6,415 State Street SPDR Dow Jones REIT ETF shares in Q1 2017, an estimated $599K.
Pinnacle Financial Partners (Tennessee) first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and held it in 15 quarters.
Pinnacle Financial Partners (Tennessee)'s State Street SPDR Dow Jones REIT ETF position peaked at $646K in Q3 2016.
221 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2017.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q1 2017, filed 3 May 2017.