$948 Million is the total value of PINNACLE FINANCIAL PARTNERS INC's 669 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | New | ISHARES TRcore msci eafe | $3,325,000 | – | 50,298 | +100.0% | 0.35% | – |
| DG | New | DOLLAR GEN CORP NEW | $1,615,000 | – | 17,368 | +100.0% | 0.17% | – |
| VTEB | New | VANGUARD MUN BD FD INCtax exempt bd | $1,181,000 | – | 22,846 | +100.0% | 0.12% | – |
| HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $966,000 | – | 30,977 | +100.0% | 0.10% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $939,000 | – | 7,727 | +100.0% | 0.10% | – |
| PXD | New | PIONEER NAT RES CO | $916,000 | – | 5,300 | +100.0% | 0.10% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $861,000 | – | 3,990 | +100.0% | 0.09% | – |
| OXY | New | OCCIDENTAL PETE CORP DEL | $449,000 | – | 6,093 | +100.0% | 0.05% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspon adr a | $425,000 | – | 6,370 | +100.0% | 0.04% | – |
| IGSB | New | ISHARES TR1 3 yr cr bd etf | $406,000 | – | 3,880 | +100.0% | 0.04% | – |
| IYY | New | ISHARES TRdow jones us etf | $393,000 | – | 2,942 | +100.0% | 0.04% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $392,000 | – | 2,312 | +100.0% | 0.04% | – |
| STWD | New | STARWOOD PPTY TR INC | $391,000 | – | 18,323 | +100.0% | 0.04% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $384,000 | – | 2,834 | +100.0% | 0.04% | – |
| SHM | New | SPDR SER TRnuveen blmbrg sr | $365,000 | – | 7,613 | +100.0% | 0.04% | – |
| KMIPRA | New | KINDER MORGAN INC DELpfd ser a | $357,000 | – | 9,416 | +100.0% | 0.04% | – |
| AZO | New | AUTOZONE INC | $311,000 | – | 437 | +100.0% | 0.03% | – |
| BXMT | New | BLACKSTONE MTG TR INC | $302,000 | – | 9,376 | +100.0% | 0.03% | – |
| CME | New | CME GROUP INC | $298,000 | – | 2,038 | +100.0% | 0.03% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $290,000 | – | 3,085 | +100.0% | 0.03% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $287,000 | – | 1,514 | +100.0% | 0.03% | – |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $274,000 | – | 5,047 | +100.0% | 0.03% | – |
| BGB | New | BLACKSTONE GSO STRATEGIC CR | $265,000 | – | 16,871 | +100.0% | 0.03% | – |
| APA | New | APACHE CORP | $268,000 | – | 6,358 | +100.0% | 0.03% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $250,000 | – | 1,340 | +100.0% | 0.03% | – |
| WEC | New | WEC ENERGY GROUP INC | $243,000 | – | 3,651 | +100.0% | 0.03% | – |
| EXC | New | EXELON CORP | $237,000 | – | 6,002 | +100.0% | 0.02% | – |
| TWO | New | TWO HBRS INVT CORP | $233,000 | – | 14,300 | +100.0% | 0.02% | – |
| BAC | New | BANK AMER CORP | $237,000 | – | 8,030 | +100.0% | 0.02% | – |
| A | New | AGILENT TECHNOLOGIES INC | $233,000 | – | 3,474 | +100.0% | 0.02% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $230,000 | – | 1,810 | +100.0% | 0.02% | – |
| AMP | New | AMERIPRISE FINL INC | $223,000 | – | 1,320 | +100.0% | 0.02% | – |
| SPSB | New | SPDR SERIES TRUSTportfolio short | $221,000 | – | 7,249 | +100.0% | 0.02% | – |
| JKHY | New | HENRY JACK & ASSOC INC | $219,000 | – | 1,870 | +100.0% | 0.02% | – |
| SIVB | New | SVB FINL GROUP | $214,000 | – | 914 | +100.0% | 0.02% | – |
| FANG | New | DIAMONDBACK ENERGY INC | $217,000 | – | 1,717 | +100.0% | 0.02% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $211,000 | – | 3,524 | +100.0% | 0.02% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $207,000 | – | 2,935 | +100.0% | 0.02% | – |
| TRV | New | TRAVELERS COMPANIES INC | $210,000 | – | 1,547 | +100.0% | 0.02% | – |
| LAZ | New | LAZARD LTD | $202,000 | – | 3,849 | +100.0% | 0.02% | – |
| EFX | New | EQUIFAX INC | $201,000 | – | 1,708 | +100.0% | 0.02% | – |
| ARCC | New | ARES CAP CORP | $191,000 | – | 12,121 | +100.0% | 0.02% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $148,000 | – | 11,816 | +100.0% | 0.02% | – |
| MYI | New | BLACKROCK MUNIYIELD QLTY FD | $141,000 | – | 10,200 | +100.0% | 0.02% | – |
| ETY | New | EATON VANCE TX MGD DIV EQ IN | $133,000 | – | 10,900 | +100.0% | 0.01% | – |
| New | CORPORATE CAP TR INC | $112,000 | – | 12,535 | +100.0% | 0.01% | – | |
| SFUN | New | FANG HLDGS LTDadr | $56,000 | – | 10,000 | +100.0% | 0.01% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Pinnacle Bank #1
- Pinnacle Wealth Advisors #2
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-08
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 |
|---|---|
| 10-Q | 2024-05-10 |
| 4 | 2024-05-10 |
| 144 | 2024-05-09 |
| 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 |
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.