$1.19 Billion is the total value of PINNACLE FINANCIAL PARTNERS INC's 869 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 105.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MRO | Exit | MARATHON OIL CORP | $0 | – | -152 | -100.0% | 0.00% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -99 | -100.0% | 0.00% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -85 | -100.0% | 0.00% | – |
| EWZ | Exit | ISHARES INCmsci brazil etf | $0 | – | -128 | -100.0% | 0.00% | – |
| LILA | Exit | LIBERTY LATIN AMERICA LTD | $0 | – | -13 | -100.0% | 0.00% | – |
| SEA | Exit | INVESCO EXCHNG TRADED FD TRshipping etf | $0 | – | -256 | -100.0% | 0.00% | – |
| JRO | Exit | NUVEEN FLTNG RTE INCM OPP FD | $0 | – | -433 | -100.0% | 0.00% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -65 | -100.0% | -0.00% | – |
| NEAR | Exit | ISHARES US ETF TRsht mat bd etf | $0 | – | -132 | -100.0% | -0.00% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -26 | -100.0% | -0.00% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -160 | -100.0% | -0.00% | – |
| AIV | Exit | APARTMENT INVT & MGMT COcl a | $0 | – | -363 | -100.0% | -0.00% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -139 | -100.0% | -0.00% | – |
| MYI | Exit | BLACKROCK MUNIYIELD QLTY FD | $0 | – | -10,700 | -100.0% | -0.01% | – |
| PFF | Exit | ISHARES TRs&p us pfd stk | $0 | – | -5,540 | -100.0% | -0.02% | – |
| TMUS | Exit | T MOBILE US INC | $0 | – | -4,206 | -100.0% | -0.02% | – |
| WRK | Exit | WESTROCK CO | $0 | – | -4,775 | -100.0% | -0.03% | – |
| WPZ | Exit | WILLIAMS PARTNERS L P NEW | $0 | – | -17,810 | -100.0% | -0.07% | – |
| DPS | Exit | DR PEPPER SNAPPLE GROUP INC | $0 | – | -10,106 | -100.0% | -0.12% | – |
| KKR | Exit | KKR & CO L P DEL | $0 | – | -61,877 | -100.0% | -0.15% | – |
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 2018-10-31
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.