Pinnacle Financial Partners (Tennessee)’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,225	Closed	-$632K	–	471
2019 Q4	$632K	Sell	10,225 -46,803	-82%	-$2.83M	0.04%	244
2019 Q3	$3.39M	Buy	57,028 +523	+0.9%	+$30.7K	0.24%	117
2019 Q2	$3.35M	Buy	56,505 +16,443	+41%	+$969K	0.25%	112
2019 Q1	$2.33M	Buy	40,062 +4,118	+11%	+$237K	0.19%	133
2018 Q4	$1.94M	Buy	+35,944	New	+$2.04M	0.18%	137

Other funds holding SMDV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s SMDV Position: Q1 2020 in Review

Pinnacle Financial Partners (Tennessee) sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q1 2020, closing a stake of 10,225 shares — an estimated $632K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SMDV in Q4 2018 and held it in 5 quarters. The position peaked at $3.39M in Q3 2019. 99 funds tracked by Wall St. Rank hold SMDV as of Q1 2020.

Pinnacle Financial Partners (Tennessee) reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q1 2020 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 10,225 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2020, an estimated $632K.
Pinnacle Financial Partners (Tennessee) first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2018 and held it in 5 quarters.
Pinnacle Financial Partners (Tennessee)'s ProShares Russell 2000 Dividend Growers ETF position peaked at $3.39M in Q3 2019.
99 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2020.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q1 2020, filed 16 Apr 2020.