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Wealthfront’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-231
Closed -$11K – 849
2015
Q3 		$11K Buy
231
+224
+3,200% +$11.3K ﹤0.01% 933
2015
Q2 		$0 Buy
+7
New +$347 ﹤0.01% 1361

Other funds holding PNFP

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wealthfront's PNFP Position: Q4 2015 in Review

Wealthfront sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2015, closing a stake of 231 shares — an estimated $11K sold.

Wealthfront first reported a position in PNFP in Q2 2015 and held it in 2 quarters. The position peaked at $11K in Q3 2015. 173 funds tracked by Wall St. Rank hold PNFP as of Q4 2015.

  • Wealthfront reported no remaining Pinnacle Financial Partners Inc position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 231 Pinnacle Financial Partners Inc shares in Q4 2015, an estimated $11K.
  • Wealthfront first reported a position in Pinnacle Financial Partners Inc in Q2 2015 and held it in 2 quarters.
  • Wealthfront's Pinnacle Financial Partners Inc position peaked at $11K in Q3 2015.
  • 173 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.