$251 Million is the total value of PINNACLE FINANCIAL PARTNERS INC's 276 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 17.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PNFP | Buy | PINNACLE FINL PARTNERS INC | $8,975,000 | +7.0% | 227,325 | +1.6% | 3.57% | -4.7% |
| XOM | Buy | EXXON MOBIL CORP | $5,600,000 | +3.5% | 55,619 | +0.4% | 2.23% | -7.9% |
| AAPL | Buy | APPLE INC | $5,241,000 | +32.4% | 56,398 | +664.7% | 2.09% | +17.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $4,557,000 | +0.6% | 79,088 | +6.0% | 1.82% | -10.4% |
| INTC | Buy | INTEL CORP | $4,488,000 | +25.9% | 145,253 | +5.1% | 1.79% | +12.0% |
| EFA | Buy | ISHARESmsci eafe etf | $4,285,000 | +17.3% | 62,687 | +15.4% | 1.71% | +4.5% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $4,180,000 | -9.0% | 21,357 | -13.0% | 1.66% | -18.9% |
| HCA | Sell | HCA HOLDINGS INC | $4,136,000 | +5.9% | 73,363 | -1.4% | 1.65% | -5.7% |
| QCOM | Sell | QUALCOMM INC | $4,114,000 | -2.2% | 51,949 | -2.6% | 1.64% | -13.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,980,000 | -8.8% | 38,043 | -14.3% | 1.58% | -18.8% |
| WFC | Buy | WELLS FARGO & CO NEW | $3,924,000 | +13.4% | 74,651 | +7.3% | 1.56% | +0.9% |
| GE | Buy | GENERAL ELECTRIC CO | $3,879,000 | +5.8% | 147,601 | +4.2% | 1.54% | -5.8% |
| COP | Buy | CONOCOPHILLIPS | $3,819,000 | +35.0% | 44,544 | +10.8% | 1.52% | +20.1% |
| HON | Sell | HONEYWELL INTL INC | $3,802,000 | -4.0% | 40,912 | -4.1% | 1.51% | -14.5% |
| MSFT | Buy | MICROSOFT CORP | $3,802,000 | +5.2% | 91,183 | +3.5% | 1.51% | -6.4% |
| AMZN | Buy | AMAZON COM INC | $3,777,000 | +4.2% | 11,631 | +7.9% | 1.50% | -7.3% |
| ORCL | Sell | ORACLE CORP | $3,540,000 | -5.3% | 87,348 | -4.5% | 1.41% | -15.7% |
| PRU | Sell | PRUDENTIAL FINL INC | $3,465,000 | +4.2% | 39,028 | -0.6% | 1.38% | -7.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,428,000 | +7.8% | 41,934 | +8.1% | 1.36% | -4.1% |
| PG | Buy | PROCTER & GAMBLE CO | $3,406,000 | +15.9% | 43,331 | +18.9% | 1.36% | +3.1% |
| UNP | Buy | UNION PAC CORP | $3,143,000 | +5.2% | 31,508 | +97.9% | 1.25% | -6.4% |
| PEP | Sell | PEPSICO INC | $3,125,000 | 0.0% | 34,988 | -6.5% | 1.24% | -10.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,118,000 | -5.6% | 17,204 | +0.3% | 1.24% | -16.0% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $3,113,000 | +1.3% | 26,967 | +2.5% | 1.24% | -9.8% |
| COF | Buy | CAPITAL ONE FINL CORP | $3,104,000 | +14.4% | 37,574 | +6.8% | 1.24% | +1.8% |
| SLB | Buy | SCHLUMBERGER LTD | $3,002,000 | +30.4% | 25,452 | +7.8% | 1.20% | +16.1% |
| GOOGL | Buy | GOOGLE INCcl a | $2,950,000 | -34.5% | 5,047 | +24.9% | 1.18% | -41.7% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $2,856,000 | +55.7% | 150,358 | +44.8% | 1.14% | +38.5% |
| KO | Buy | COCA COLA CO | $2,780,000 | +11.1% | 65,633 | +1.4% | 1.11% | -1.2% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $2,771,000 | +13.7% | 30,794 | +3.5% | 1.10% | +1.3% |
| AXP | Sell | AMERICAN EXPRESS CO | $2,716,000 | +2.0% | 28,633 | -3.2% | 1.08% | -9.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,666,000 | +8.0% | 54,490 | +5.0% | 1.06% | -3.9% |
| EMC | Buy | E M C CORP MASS | $2,650,000 | +7.5% | 100,622 | +11.9% | 1.06% | -4.4% |
| SIAL | Buy | SIGMA ALDRICH CORP | $2,599,000 | +15.3% | 25,614 | +6.1% | 1.04% | +2.6% |
| IJT | Sell | ISHARESsp smcp600gr etf | $2,523,000 | +0.5% | 20,884 | -1.1% | 1.00% | -10.6% |
| NOV | Buy | NATIONAL OILWELL VARCO INC | $2,439,000 | +14.8% | 29,617 | +8.5% | 0.97% | +2.1% |
| AMGN | Buy | AMGEN INC | $2,389,000 | +4.5% | 20,175 | +8.8% | 0.95% | -7.0% |
| CVS | Buy | CVS CAREMARK CORPORATION | $2,380,000 | +7.0% | 31,585 | +6.3% | 0.95% | -4.7% |
| DIS | Buy | DISNEY WALT CO | $2,371,000 | +15.0% | 27,661 | +7.4% | 0.94% | +2.3% |
| KRFT | Buy | KRAFT FOODS GROUP INC | $2,327,000 | +15.1% | 38,796 | +7.7% | 0.93% | +2.5% |
| FLR | Buy | FLUOR CORP NEW | $2,286,000 | +8.7% | 29,718 | +9.8% | 0.91% | -3.3% |
| EEM | Buy | ISHARESmsci emg mkt etf | $2,245,000 | +10.8% | 51,932 | +5.0% | 0.89% | -1.4% |
| EBAY | Buy | EBAY INC | $2,195,000 | -0.3% | 43,845 | +10.0% | 0.87% | -11.3% |
| LLY | Buy | LILLY ELI & CO | $2,185,000 | +89.2% | 35,149 | +79.2% | 0.87% | +68.3% |
| YUM | Buy | YUM BRANDS INC | $2,097,000 | +18.9% | 25,819 | +10.4% | 0.84% | +5.8% |
| FCX | Buy | FREEPORT-MCMORAN COPPER & GO | $2,060,000 | +19.8% | 56,439 | +8.6% | 0.82% | +6.6% |
| T | Buy | AT&T INC | $1,971,000 | +15.1% | 55,754 | +14.2% | 0.78% | +2.5% |
| GOOG | New | GOOGLE INCcl c | $1,952,000 | – | 3,393 | +100.0% | 0.78% | – |
| V | Buy | VISA INC | $1,894,000 | +48.1% | 8,988 | +51.7% | 0.75% | +31.8% |
| DOFSQ | Buy | DIAMOND OFFSHORE DRILLING IN | $1,882,000 | +12.9% | 37,907 | +10.8% | 0.75% | +0.5% |
| GILD | Buy | GILEAD SCIENCES INC | $1,851,000 | +81.6% | 22,326 | +55.2% | 0.74% | +61.6% |
| CVX | Buy | CHEVRON CORP NEW | $1,809,000 | +14.2% | 13,865 | +4.1% | 0.72% | +1.6% |
| PWR | Buy | QUANTA SVCS INC | $1,809,000 | +8.3% | 52,302 | +15.6% | 0.72% | -3.6% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,770,000 | +20.3% | 47,077 | +10.6% | 0.70% | +7.1% |
| TGT | Buy | TARGET CORP | $1,705,000 | +40.4% | 29,422 | +46.7% | 0.68% | +25.0% |
| HAL | Buy | HALLIBURTON CO | $1,701,000 | +33.0% | 23,948 | +10.3% | 0.68% | +18.4% |
| CB | Buy | CHUBB CORP | $1,638,000 | +16.9% | 17,765 | +13.3% | 0.65% | +4.0% |
| MRO | Buy | MARATHON OIL CORP | $1,611,000 | +21.4% | 40,361 | +8.1% | 0.64% | +8.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,444,000 | +6.3% | 19,454 | +1.9% | 0.58% | -5.4% |
| WFM | Sell | WHOLE FOODS MKT INC | $1,442,000 | -30.5% | 37,345 | -8.8% | 0.57% | -38.2% |
| DD | Buy | DU PONT E I DE NEMOURS & CO | $1,423,000 | +15.5% | 21,746 | +18.4% | 0.57% | +2.9% |
| ABBV | Buy | ABBVIE INC | $1,406,000 | +22.3% | 24,900 | +11.3% | 0.56% | +8.7% |
| IJJ | Sell | ISHARESs&p mc 400vl etf | $1,397,000 | +3.4% | 11,005 | -1.9% | 0.56% | -8.1% |
| NHI | Buy | NATIONAL HEALTH INVS INC | $1,375,000 | +21.1% | 21,971 | +17.0% | 0.55% | +7.9% |
| STX | Buy | SEAGATE TECHNOLOGY PLC | $1,344,000 | +6.7% | 23,637 | +5.4% | 0.54% | -5.1% |
| CL | Buy | COLGATE PALMOLIVE CO | $1,307,000 | +24.6% | 19,171 | +18.5% | 0.52% | +11.1% |
| IJR | Buy | ISHAREScore s&p scp etf | $1,262,000 | +23.6% | 11,259 | +21.5% | 0.50% | +10.1% |
| GOV | Buy | GOVERNMENT PPTYS INCOME TR | $1,243,000 | +10.6% | 48,964 | +9.8% | 0.50% | -1.6% |
| SO | Buy | SOUTHERN CO | $1,237,000 | +8.6% | 27,255 | +5.1% | 0.49% | -3.3% |
| IAT | Buy | ISHARESus regnl bks etf | $1,185,000 | +10.3% | 34,188 | +11.4% | 0.47% | -1.9% |
| MO | Sell | ALTRIA GROUP INC | $1,152,000 | +9.1% | 27,447 | -2.8% | 0.46% | -3.0% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $1,120,000 | +11.4% | 15,077 | -2.6% | 0.45% | -0.9% |
| TGH | Buy | TEXTAINER GROUP HOLDINGS LTD | $1,112,000 | +4.6% | 28,770 | +3.6% | 0.44% | -6.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,110,000 | +15.1% | 9,636 | +11.6% | 0.44% | +2.6% |
| PFE | Buy | PFIZER INC | $1,110,000 | +17.6% | 37,391 | +27.2% | 0.44% | +4.7% |
| DVY | Buy | ISHARESselect divid etf | $1,047,000 | +46.6% | 13,600 | +39.7% | 0.42% | +30.7% |
| IJS | Buy | ISHARESsp smcp600vl etf | $1,038,000 | +4.7% | 8,993 | +2.9% | 0.41% | -6.8% |
| LVS | Buy | LAS VEGAS SANDS CORP | $1,011,000 | +56.5% | 13,264 | +65.9% | 0.40% | +39.4% |
| NKE | Sell | NIKE INCcl b | $1,006,000 | -61.2% | 12,984 | -63.0% | 0.40% | -65.4% |
| DPS | Buy | DR PEPPER SNAPPLE GROUP INC | $1,003,000 | +31.5% | 17,123 | +22.3% | 0.40% | +17.0% |
| UAA | Buy | UNDER ARMOUR INC | $976,000 | +13.1% | 16,405 | +118.0% | 0.39% | +0.8% |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $968,000 | -7.1% | 13,960 | +0.6% | 0.39% | -17.2% |
| BMY | BRISTOL MYERS SQUIBB CO | $962,000 | -6.7% | 19,837 | 0.0% | 0.38% | -16.9% | |
| STI | Buy | SUNTRUST BKS INC | $946,000 | +72.6% | 23,627 | +71.6% | 0.38% | +53.9% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $939,000 | +19.2% | 10,791 | +6.8% | 0.37% | +5.9% |
| IVW | Sell | ISHARESs&p 500 grwt etf | $935,000 | +5.2% | 8,884 | -0.3% | 0.37% | -6.5% |
| SLYG | Buy | SPDR SERIES TRUSTs&p 600 smcp grw | $934,000 | +4.4% | 5,158 | +3.0% | 0.37% | -7.0% |
| IVE | Sell | ISHARESs&p 500 val etf | $873,000 | +3.7% | 9,665 | -0.3% | 0.35% | -7.7% |
| IJH | Buy | ISHAREScore s&p mcp etf | $850,000 | +4.7% | 5,941 | +0.6% | 0.34% | -6.6% |
| SLYV | Buy | SPDR SERIES TRUSTs&p 600 smcp val | $812,000 | +12.6% | 7,368 | +10.3% | 0.32% | 0.0% |
| GPC | Buy | GENUINE PARTS CO | $802,000 | +97.5% | 9,131 | +95.2% | 0.32% | +75.3% |
| MCD | Buy | MCDONALDS CORP | $790,000 | +146.1% | 7,835 | +139.2% | 0.32% | +118.8% |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $761,000 | – | 17,197 | +100.0% | 0.30% | – |
| JAH | New | JARDEN CORP | $718,000 | – | 12,105 | +100.0% | 0.29% | – |
| IYR | Buy | ISHARESu.s. real es etf | $711,000 | +14.9% | 9,908 | +8.2% | 0.28% | +2.2% |
| SRE | SEMPRA ENERGY | $702,000 | +8.2% | 6,705 | 0.0% | 0.28% | -3.4% | |
| IWF | New | ISHARESrus 1000 grw etf | $689,000 | – | 7,572 | +100.0% | 0.27% | – |
| BMO | Buy | BANK MONTREAL QUE | $684,000 | +197.4% | 9,297 | +170.7% | 0.27% | +164.1% |
| SE | Buy | SPECTRA ENERGY PARTNERS LP | $678,000 | +16.5% | 15,960 | +1.3% | 0.27% | +3.8% |
| EOG | Buy | EOG RES INC | $677,000 | +19.2% | 5,795 | +100.3% | 0.27% | +6.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $674,000 | +4.5% | 6,625 | +0.1% | 0.27% | -7.3% |
| PM | Sell | PHILIP MORRIS INTL INC | $672,000 | +0.9% | 7,960 | -2.0% | 0.27% | -10.1% |
| JAZZ | Buy | JAZZ PHARMACEUTICALS PLC | $668,000 | +133.6% | 4,545 | +120.1% | 0.27% | +107.8% |
| BA | Sell | BOEING CO | $661,000 | -23.5% | 5,194 | -24.5% | 0.26% | -32.0% |
| WM | Buy | WASTE MGMT INC DEL | $657,000 | +13040.0% | 14,678 | +12889.4% | 0.26% | +13000.0% |
| SCG | Buy | SCANA CORP NEW | $658,000 | +219.4% | 12,231 | +205.0% | 0.26% | +184.8% |
| CM | Buy | CDN IMPERIAL BK COMM TORONTO | $652,000 | +12940.0% | 7,174 | +12059.3% | 0.26% | +12900.0% |
| PCLN | PRICELINE GRP INC | $647,000 | +0.9% | 538 | 0.0% | 0.26% | -10.1% | |
| CLB | New | CORE LABORATORIES N V | $638,000 | – | 3,821 | +100.0% | 0.25% | – |
| DE | New | DEERE & CO | $639,000 | – | 7,067 | +100.0% | 0.25% | – |
| PFF | ISHARESu.s. pfd stk etf | $635,000 | +2.3% | 15,915 | 0.0% | 0.25% | -9.0% | |
| RWR | Buy | SPDR SERIES TRUSTdj reit etf | $609,000 | +121.5% | 7,340 | +108.2% | 0.24% | +97.6% |
| MRK | Buy | MERCK & CO INC NEW | $608,000 | +20.6% | 10,509 | +18.5% | 0.24% | +7.1% |
| LNC | LINCOLN NATL CORP IND | $607,000 | +1.5% | 11,800 | 0.0% | 0.24% | -9.7% | |
| PCL | Sell | PLUM CREEK TIMBER CO INC | $583,000 | -22.9% | 12,927 | -28.1% | 0.23% | -31.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $560,000 | +106.6% | 3,482 | +110.0% | 0.22% | +84.3% |
| SRCL | Buy | STERICYCLE INC | $545,000 | +5.2% | 4,602 | +0.9% | 0.22% | -6.5% |
| MA | Buy | MASTERCARD INCcl a | $531,000 | -0.7% | 7,225 | +0.8% | 0.21% | -11.7% |
| REGN | REGENERON PHARMACEUTICALS | $507,000 | -5.9% | 1,795 | 0.0% | 0.20% | -16.2% | |
| BIIB | Buy | BIOGEN IDEC INC | $497,000 | +3.8% | 1,576 | +0.7% | 0.20% | -7.5% |
| OILT | Sell | OILTANKING PARTNERS L Punit ltd | $488,000 | +8.4% | 5,170 | -11.4% | 0.19% | -3.5% |
| FB | New | FACEBOOK INC | $479,000 | – | 7,111 | +100.0% | 0.19% | – |
| AEP | Buy | AMERICAN ELEC PWR INC | $464,000 | +100.9% | 8,319 | +82.5% | 0.18% | +79.6% |
| CMG | CHIPOTLE MEXICAN GRILL INC | $459,000 | +4.3% | 775 | 0.0% | 0.18% | -7.1% | |
| CSCO | Buy | CISCO SYS INC | $434,000 | +31.1% | 17,458 | +18.3% | 0.17% | +16.9% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $432,000 | -26.5% | 1,658 | -29.4% | 0.17% | -34.6% |
| D | Buy | DOMINION RES INC VA NEW | $432,000 | +7.7% | 6,042 | +7.1% | 0.17% | -3.9% |
| ROST | Buy | ROSS STORES INC | $429,000 | -7.3% | 6,494 | +0.4% | 0.17% | -17.4% |
| HD | Sell | HOME DEPOT INC | $418,000 | -39.9% | 5,164 | -41.2% | 0.17% | -46.6% |
| NHC | NATIONAL HEALTHCARE CORP | $416,000 | +0.7% | 7,398 | 0.0% | 0.17% | -10.3% | |
| TJX | TJX COS INC NEW | $414,000 | -12.5% | 7,798 | 0.0% | 0.16% | -22.2% | |
| GRMN | Buy | GARMIN LTD | $409,000 | +6716.7% | 6,725 | +6558.4% | 0.16% | +5333.3% |
| APA | Buy | APACHE CORP | $401,000 | +22.3% | 3,984 | +0.6% | 0.16% | +8.8% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $394,000 | -8.4% | 5,305 | -17.5% | 0.16% | -18.2% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $384,000 | +10.7% | 4,908 | -2.0% | 0.15% | -1.3% |
| SYY | Buy | SYSCO CORP | $383,000 | +22.0% | 10,234 | +17.6% | 0.15% | +8.5% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC | $385,000 | +82.5% | 7,888 | +78.1% | 0.15% | +62.8% |
| MAT | New | MATTEL INC | $382,000 | – | 9,808 | +100.0% | 0.15% | – |
| CAT | Sell | CATERPILLAR INC DEL | $381,000 | -3.3% | 3,510 | -11.5% | 0.15% | -13.6% |
| WES | WESTERN GAS PARTNERS LP | $367,000 | +15.8% | 4,795 | 0.0% | 0.15% | +2.8% | |
| ETN | Buy | EATON CORP PLC | $366,000 | +9.3% | 4,746 | +6.3% | 0.15% | -2.7% |
| 4945SC | Sell | KINDER MORGAN ENERGY PARTNERut ltd partner | $349,000 | -23.8% | 4,245 | -31.5% | 0.14% | -32.2% |
| IWN | Buy | ISHARESrus 2000 val etf | $341,000 | +34.3% | 3,300 | +31.0% | 0.14% | +19.3% |
| IWP | Sell | ISHARESrus md cp gr etf | $340,000 | -1.7% | 3,800 | -5.8% | 0.14% | -12.9% |
| RF | Buy | REGIONS FINL CORP NEW | $333,000 | +71.6% | 31,376 | +79.0% | 0.13% | +52.9% |
| DIA | SPDR DOW JONES I | $331,000 | +2.2% | 1,970 | 0.0% | 0.13% | -9.0% | |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $328,000 | – | 7,708 | +100.0% | 0.13% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $330,000 | +3.1% | 2,603 | +1.5% | 0.13% | -8.4% |
| SBNY | Buy | SIGNATURE BK NEW YORK N Y | $312,000 | +25.3% | 2,470 | +24.7% | 0.12% | +11.7% |
| WMT | Sell | WAL-MART STORES INC | $299,000 | -2.9% | 3,977 | -1.5% | 0.12% | -13.8% |
| PAYX | Buy | PAYCHEX INC | $289,000 | +15.6% | 6,945 | +18.2% | 0.12% | +2.7% |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $274,000 | – | 3,328 | +100.0% | 0.11% | – |
| ASGN | ON ASSIGNMENT INC | $265,000 | -8.0% | 7,455 | 0.0% | 0.11% | -17.8% | |
| DNOW | New | NOW INC | $265,000 | – | 7,303 | +100.0% | 0.11% | – |
| PRXL | PAREXEL INTL INC | $267,000 | -2.2% | 5,055 | 0.0% | 0.11% | -13.1% | |
| NHCPRA | NATIONAL HEALTHCARE CORPpfd conv ser a | $263,000 | +1.5% | 17,564 | 0.0% | 0.10% | -9.5% | |
| XLE | Sell | SELECT SECTOR SPDR TRsbi int-energy | $257,000 | -56.2% | 2,563 | -61.1% | 0.10% | -61.2% |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $254,000 | 0.0% | 4,750 | 0.0% | 0.10% | -11.4% | |
| GLD | Sell | SPDR GOLD TRUST | $254,000 | 0.0% | 1,983 | -3.6% | 0.10% | -11.4% |
| DOV | DOVER CORP | $250,000 | +11.1% | 2,750 | 0.0% | 0.10% | -1.0% | |
| CERN | CERNER CORP | $252,000 | -8.4% | 4,880 | 0.0% | 0.10% | -18.7% | |
| HCN | HEALTH CARE REIT INC | $250,000 | +5.0% | 3,995 | 0.0% | 0.10% | -5.7% | |
| UGI | UGI CORP NEW | $248,000 | +10.7% | 4,920 | 0.0% | 0.10% | -1.0% | |
| CELG | CELGENE CORP | $245,000 | -38.6% | 2,855 | 0.0% | 0.10% | -45.3% | |
| IP | Sell | INTL PAPER CO | $243,000 | +3.8% | 4,817 | -5.5% | 0.10% | -7.6% |
| PNY | New | PIEDMONT NAT GAS INC | $243,000 | – | 6,495 | +100.0% | 0.10% | – |
| AFL | Sell | AFLAC INC | $239,000 | -63.7% | 3,853 | -63.1% | 0.10% | -67.7% |
| PANW | New | PALO ALTO NETWORKS INC | $238,000 | – | 2,840 | +100.0% | 0.10% | – |
| MMS | Buy | MAXIMUS INC | $233,000 | -0.9% | 5,410 | +3.3% | 0.09% | -11.4% |
| WPC | New | W P CAREY INC | $234,000 | – | 3,631 | +100.0% | 0.09% | – |
| IVV | ISHAREScore s&p500 etf | $231,000 | +4.5% | 1,175 | 0.0% | 0.09% | -7.1% | |
| NSC | New | NORFOLK SOUTHERN CORP | $230,000 | – | 2,230 | +100.0% | 0.09% | – |
| BWLD | BUFFALO WILD WINGS INC | $230,000 | +11.7% | 1,385 | 0.0% | 0.09% | 0.0% | |
| ABT | New | ABBOTT LABS | $223,000 | – | 5,453 | +100.0% | 0.09% | – |
| ODFL | New | OLD DOMINION FGHT LINES INC | $219,000 | – | 3,444 | +100.0% | 0.09% | – |
| UMPQ | Sell | UMPQUA HLDGS CORP | $215,000 | -21.8% | 11,990 | -18.7% | 0.09% | -30.1% |
| KMB | New | KIMBERLY CLARK CORP | $215,000 | – | 1,930 | +100.0% | 0.09% | – |
| SRCE | 1ST SOURCE CORP | $214,000 | -4.9% | 7,000 | 0.0% | 0.08% | -15.8% | |
| BCSPRACL | BARCLAYS BANK PLC | $205,000 | 0.0% | 8,000 | 0.0% | 0.08% | -10.9% | |
| KORS | New | MICHAEL KORS HLDGS LTD | $204,000 | – | 2,296 | +100.0% | 0.08% | – |
| NOK | Sell | NOKIA CORPsponsored adr | $189,000 | -14.1% | 25,000 | -16.7% | 0.08% | -23.5% |
| F | Sell | FORD MTR CO DEL | $185,000 | +6.3% | 10,731 | -3.6% | 0.07% | -5.1% |
| IWO | New | ISHARESrus 2000 grw etf | $126,000 | – | 910 | +100.0% | 0.05% | – |
| PPHM | PEREGRINE PHARMACEUTICALS IN | $38,000 | 0.0% | 20,000 | 0.0% | 0.02% | -11.8% | |
| EA | ELECTRONIC ARTS INC | $27,000 | +22.7% | 760 | 0.0% | 0.01% | +10.0% | |
| VIAB | VIACOM INC NEWcl b | $18,000 | 0.0% | 210 | 0.0% | 0.01% | -12.5% | |
| DFS | DISCOVER FINL SVCS | $14,000 | +7.7% | 220 | 0.0% | 0.01% | 0.0% | |
| LUV | Sell | SOUTHWEST AIRLS CO | $12,000 | -42.9% | 460 | -49.5% | 0.01% | -44.4% |
| MDT | MEDTRONIC INC | $12,000 | +9.1% | 182 | 0.0% | 0.01% | 0.0% | |
| DBL | New | DOUBLELINE OPPORTUNISTIC CR | $9,000 | – | 378 | +100.0% | 0.00% | – |
| BDX | BECTON DICKINSON & CO | $9,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| APD | AIR PRODS & CHEMS INC | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| EWZ | ISHARESmsci brz cap etf | $6,000 | 0.0% | 128 | 0.0% | 0.00% | -33.3% | |
| BAX | Exit | BAXTER INTL INC | $0 | – | 0 | +100.0% | 0.00% | – |
| TWX | Exit | TIME WARNER INC | $0 | – | -190 | -100.0% | -0.01% | – |
| MHFI | Exit | MCGRAW HILL FINL INC | $0 | – | -190 | -100.0% | -0.01% | – |
| AJG | Exit | GALLAGHER ARTHUR J & CO | $0 | – | -4,435 | -100.0% | -0.09% | – |
| FNGN | Exit | FINANCIAL ENGINES INC | $0 | – | -4,550 | -100.0% | -0.10% | – |
| DATA | Exit | TABLEAU SOFTWARE INC | $0 | – | -3,360 | -100.0% | -0.12% | – |
| PRLB | Exit | PROTO LABS INC | $0 | – | -3,830 | -100.0% | -0.12% | – |
| WETF | Exit | WISDOMTREE INVTS INC | $0 | – | -22,395 | -100.0% | -0.13% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWspnsr adr no par | $0 | – | -10,969 | -100.0% | -0.18% | – |
| DDD | Exit | 3-D SYS CORP DEL | $0 | – | -9,656 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-07-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PINNACLE FINL PARTNERS INC | 42 | Q3 2023 | 9.6% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 4.3% |
| APPLE INC | 42 | Q3 2023 | 5.5% |
| MICROSOFT CORP | 42 | Q3 2023 | 5.3% |
| AMAZON COM INC | 42 | Q3 2023 | 3.1% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.5% |
| UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 3.5% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 4.0% |
| HCA HOLDINGS INC | 42 | Q3 2023 | 2.4% |
| ISHARES TR | 42 | Q3 2023 | 2.6% |
View PINNACLE FINANCIAL PARTNERS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
| 144 | 2024-04-26 |
| 8-K | 2024-04-26 |
| S-8 | 2024-04-26 |
| 144 | 2024-04-25 |
| 144 | 2024-04-25 |
| 8-K | 2024-04-23 |
View PINNACLE FINANCIAL PARTNERS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.