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Pinnacle Financial Partners (Tennessee)’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio SPHD Stock Details SPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,132
Closed -$126K – 422
2017
Q2 		$126K Buy
+3,132
New +$126K 0.02% 296

Other funds holding SPHD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s SPHD Position: Q3 2017 in Review

Pinnacle Financial Partners (Tennessee) sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2017, closing a stake of 3,132 shares — an estimated $126K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SPHD in Q2 2017 and held it in 1 quarter. The position peaked at $126K in Q2 2017. 178 funds tracked by Wall St. Rank hold SPHD as of Q3 2017.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2017 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 3,132 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2017, an estimated $126K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2017 and held it in 1 quarter.
  • Pinnacle Financial Partners (Tennessee)'s Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $126K in Q2 2017.
  • 178 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2017.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2017, filed 8 Nov 2017.