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Pinnacle Financial Partners (Tennessee)’s Vanguard Financials ETF VFH Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-154
Closed -$10K – 443
2017
Q2 		$10K Buy
+154
New +$9.3K ﹤0.01% 431

Other funds holding VFH

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) sold out of Vanguard Financials ETF (VFH) in Q3 2017, closing a stake of 154 shares — an estimated $10K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in VFH in Q2 2017 and held it in 1 quarter. The position peaked at $10K in Q2 2017. 275 funds tracked by Wall St. Rank hold VFH as of Q3 2017.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Vanguard Financials ETF position as of Q3 2017 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 154 Vanguard Financials ETF shares in Q3 2017, an estimated $10K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Vanguard Financials ETF in Q2 2017 and held it in 1 quarter.
  • Pinnacle Financial Partners (Tennessee)'s Vanguard Financials ETF position peaked at $10K in Q2 2017.
  • 275 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2017.

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