Pinnacle Financial Partners’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-5,890
| Closed | -$351K | – | 257 |
|
2015
Q3 | $351K | Buy |
5,890
+195
| +3% | +$11.6K | 0.11% | 167 |
|
2015
Q2 | $374K | Buy |
5,695
+40
| +0.7% | +$2.63K | 0.12% | 155 |
|
2015
Q1 | $378K | Hold |
5,655
| – | – | 0.13% | 159 |
|
2014
Q4 | $310K | Buy |
5,655
+300
| +6% | +$16.4K | 0.11% | 165 |
|
2014
Q3 | $215K | Sell |
5,355
-55
| -1% | -$2.21K | 0.08% | 176 |
|
2014
Q2 | $233K | Buy |
5,410
+175
| +3% | +$7.54K | 0.09% | 169 |
|
2014
Q1 | $235K | Hold |
5,235
| – | – | 0.11% | 151 |
|
2013
Q4 | $230K | Buy |
+5,235
| New | +$230K | 0.11% | 143 |
|