Pinnacle Financial Partners (Tennessee)’s 1st Source SRCE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-7,150	Closed	-$209K	–	238
2015 Q1	$209K	Sell	7,150 -550	-7%	-$15.8K	0.07%	205
2014 Q4	$240K	Buy	+7,700	New	+$217K	0.08%	186
2014 Q3	–	Sell	-7,700	Closed	-$214K	–	208
2014 Q2	$214K	Hold	7,700	–	–	0.09%	177
2014 Q1	$225K	Sell	7,700 -1,100	-13%	-$31K	0.1%	157
2013 Q4	$256K	Hold	8,800	–	–	0.12%	134
2013 Q3	$215K	Sell	8,800 -1,100	-11%	-$26.8K	0.11%	128
2013 Q2	$214K	Buy	+9,900	New	+$215K	0.11%	124

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s SRCE Position: Q2 2015 in Review

Pinnacle Financial Partners (Tennessee) sold out of 1st Source (SRCE) in Q2 2015, closing a stake of 7,150 shares — an estimated $209K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SRCE in Q2 2013 and held it in 7 quarters. The position peaked at $256K in Q4 2013. 96 funds tracked by Wall St. Rank hold SRCE as of Q2 2015.

Pinnacle Financial Partners (Tennessee) reported no remaining 1st Source position as of Q2 2015 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 7,150 1st Source shares in Q2 2015, an estimated $209K.
Pinnacle Financial Partners (Tennessee) first reported a position in 1st Source in Q2 2013 and held it in 7 quarters.
Pinnacle Financial Partners (Tennessee)'s 1st Source position peaked at $256K in Q4 2013.
96 funds tracked by Wall St. Rank held 1st Source as of Q2 2015.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2015, filed 28 Aug 2015.