YorkBridge Wealth Partners’s Pinnacle Financial Partners Inc PNFP Stock Holding History

YorkBridge Wealth Partners’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
2018 Q3	–	Sell	-117	Closed	-$7K	–	822
2018 Q2	$7K	Hold	117	–	–	﹤0.01%	663
2018 Q1	$8K	Buy	117 +37	+46%	+$2.42K	﹤0.01%	643
2017 Q4	$5K	Sell	80 -338	-81%	-$22.5K	﹤0.01%	707
2017 Q3	$28K	Buy	418 +80	+24%	+$5.04K	0.01%	450
2017 Q2	$22K	Hold	338	–	–	0.01%	485
2017 Q1	$22K	Buy	338 +142	+72%	+$9.58K	0.01%	487
2016 Q4	$13K	Buy	+196	New	+$11.8K	0.01%	535

Other funds holding PNFP

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

YorkBridge Wealth Partners's PNFP Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2018, closing a stake of 117 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in PNFP in Q4 2016 and held it in 7 quarters. The position peaked at $28K in Q3 2017. 310 funds tracked by Wall St. Rank hold PNFP as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Pinnacle Financial Partners Inc position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 117 Pinnacle Financial Partners Inc shares in Q3 2018, an estimated $7K.
YorkBridge Wealth Partners first reported a position in Pinnacle Financial Partners Inc in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Pinnacle Financial Partners Inc position peaked at $28K in Q3 2017.
310 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.