PFPT
SE

Pinnacle Financial Partners (Tennessee)’s Spectra Energy Corp Wi SE Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-12,953
Closed -$532K – 253
2016
Q4 		$532K Buy
12,953
+1,143
+10% +$47.4K 0.12% 158
2016
Q3 		$438K Hold
11,810
– – 0.1% 177
2016
Q2 		$438K Sell
11,810
-982
-8% -$31.3K 0.1% 170
2016
Q1 		$391K Sell
12,792
-2,175
-15% -$61.4K 0.1% 175
2015
Q4 		$358K Buy
14,967
+1,230
+9% +$32.7K 0.11% 178
2015
Q3 		$361K Sell
13,737
-1,463
-10% -$42.6K 0.11% 165
2015
Q2 		$496K Sell
15,200
-810
-5% -$28.8K 0.16% 139
2015
Q1 		$579K Sell
16,010
-125
-0.8% -$4.38K 0.19% 125
2014
Q4 		$586K Sell
16,135
-402
-2% -$15.1K 0.2% 123
2014
Q3 		$649K Buy
16,537
+577
+4% +$23.8K 0.25% 107
2014
Q2 		$678K Buy
15,960
+205
+1% +$8.21K 0.27% 98
2014
Q1 		$582K Sell
15,755
-2,417
-13% -$87.7K 0.26% 102
2013
Q4 		$647K Hold
18,172
– – 0.3% 91
2013
Q3 		$622K Sell
18,172
-203
-1% -$7.01K 0.31% 82
2013
Q2 		$633K Buy
+18,375
New +$578K 0.33% 81

Other funds holding SE

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
LAM
Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
KB
Kimelman & Baird New York $1.22B AUM 11.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 12,953 shares — an estimated $532K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SE in Q2 2013 and held it in 15 quarters. The position peaked at $678K in Q2 2014. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 12,953 Spectra Energy Corp Wi shares in Q1 2017, an estimated $532K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Spectra Energy Corp Wi in Q2 2013 and held it in 15 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Spectra Energy Corp Wi position peaked at $678K in Q2 2014.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

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