Wealthspire Advisors (Maryland)’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-15	Closed	-$1K	–	1603
2019 Q1	$1K	Sell	15 -11	-42%	-$608	﹤0.01%	2371
2018 Q4	$1K	Buy	26 +20	+333%	+$1.06K	﹤0.01%	2311
2018 Q3	$0	Sell	6 -3	-33%	-$190	﹤0.01%	2476
2018 Q2	$1K	Sell	9 -8	-47%	-$520	﹤0.01%	2346
2018 Q1	$1K	Sell	17 -1,301	-99%	-$85K	﹤0.01%	2379
2017 Q4	$87K	Sell	1,318 -38	-3%	-$2.53K	0.01%	770
2017 Q3	$91K	Buy	1,356 +3	+0.2%	+$189	0.01%	753
2017 Q2	$85K	Buy	+1,353	New	+$85.7K	0.01%	750

Other funds holding PNFP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACP

Aquiline Capital Partners New York $46.9M AUM 5.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PNFP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2019, closing a stake of 15 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in PNFP in Q2 2017 and held it in 8 quarters. The position peaked at $91K in Q3 2017. 325 funds tracked by Wall St. Rank hold PNFP as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Pinnacle Financial Partners Inc position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 15 Pinnacle Financial Partners Inc shares in Q2 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in Pinnacle Financial Partners Inc in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Pinnacle Financial Partners Inc position peaked at $91K in Q3 2017.
325 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.