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UBS’s Pinnacle Financial Partners Inc PNFP Stock Holding History

UBS’s Portfolio PNFP Stock Details PNFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$593K Buy
16,415
+2,153
+15% +$79.1K ﹤0.01% 4097
2014
Q2 		$563K Buy
14,262
+2,646
+23% +$94.9K ﹤0.01% 4106
2014
Q1 		$436K Buy
11,616
+1,358
+13% +$46.9K ﹤0.01% 4382
2013
Q4 		$333K Buy
10,258
+8,365
+442% +$264K ﹤0.01% 4754
2013
Q3 		$56K Buy
1,893
+1,633
+628% +$46.6K ﹤0.01% 6729
2013
Q2 		$7K Buy
+260
New +$6.41K ﹤0.01% 8995

Other funds holding PNFP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's PNFP Position: Q3 2014 in Review

UBS increased its Pinnacle Financial Partners Inc (PNFP) stake by 15% in Q3 2014, buying an estimated $79.1K and bringing the position to 16,415 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #4097.

UBS first reported a position in PNFP in Q2 2013 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold PNFP as of Q3 2014.

  • UBS held 16,415 shares of Pinnacle Financial Partners Inc worth $593K as of Q3 2014.
  • UBS bought 2,153 Pinnacle Financial Partners Inc shares in Q3 2014, an estimated $79.1K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4097 holding.
  • UBS first reported a position in Pinnacle Financial Partners Inc in Q2 2013 and has held it in 6 quarters since.
  • 141 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.