0001140361-15-017711.txt : 20150505
0001140361-15-017711.hdr.sgml : 20150505
20150505164147
ACCESSION NUMBER: 0001140361-15-017711
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150331
FILED AS OF DATE: 20150505
DATE AS OF CHANGE: 20150505
EFFECTIVENESS DATE: 20150505
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PINNACLE FINANCIAL PARTNERS INC
CENTRAL INDEX KEY: 0001115055
STANDARD INDUSTRIAL CLASSIFICATION: NATIONAL COMMERCIAL BANKS [6021]
IRS NUMBER: 621812853
STATE OF INCORPORATION: TN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12761
FILM NUMBER: 15833591
BUSINESS ADDRESS:
STREET 1: 150 THIRD AVENUE SOUTH
STREET 2: SUITE 900
CITY: NASHVILLE
STATE: TN
ZIP: 37201
BUSINESS PHONE: 6157443700
MAIL ADDRESS:
STREET 1: 150 THIRD AVENUE SOUTH
STREET 2: SUITE 900
CITY: NASHVILLE
STATE: TN
ZIP: 37201
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001115055
XXXXXXXX
03-31-2015
03-31-2015
PINNACLE FINANCIAL PARTNERS INC
150 THIRD AVENUE SOUTH
SUITE 900
NASHVILLE
TN
37201
13F HOLDINGS REPORT
028-12761
N
Harold R. Carpenter
Chief Financial Officer
615-744-3742
/s/ Harold R. Carpenter
Nashville
TN
05-05-2015
0
349
298845
false
INFORMATION TABLE
2
form13fInfoTable.xml
ABBOTT LABS
COM
002824100
241
5203
SH
SOLE
5203
0
0
ABBVIE INC
COM
00287Y109
87
1483
SH
OTR
1483
0
0
ABBVIE INC
COM
00287Y109
2413
41229
SH
SOLE
40829
0
400
AFLAC INC
COM
001055102
17
261
SH
OTR
261
0
0
AFLAC INC
COM
001055102
215
3354
SH
SOLE
3354
0
0
AKAMAI TECHNOLOGIES INC
COM
00971T101
448
6305
SH
SOLE
6305
0
0
AKORN INC
COM
009728106
268
5640
SH
SOLE
5640
0
0
ALPS ETF TR
ALERIAN MLP
00162Q866
49
2984
SH
OTR
2984
0
0
ALPS ETF TR
ALERIAN MLP
00162Q866
2717
163957
SH
SOLE
158775
0
5182
ALTRIA GROUP INC
COM
02209S103
43
862
SH
OTR
862
0
0
ALTRIA GROUP INC
COM
02209S103
1490
29795
SH
SOLE
27695
0
2100
AMAZON COM INC
COM
023135106
67
179
SH
OTR
179
0
0
AMAZON COM INC
COM
023135106
4545
12213
SH
SOLE
11436
0
777
AMERICAN ELEC PWR INC
COM
025537101
22
398
SH
OTR
398
0
0
AMERICAN ELEC PWR INC
COM
025537101
740
13149
SH
SOLE
12799
0
350
AMERICAN EXPRESS CO
COM
025816109
71
913
SH
OTR
913
0
0
AMERICAN EXPRESS CO
COM
025816109
2761
35345
SH
SOLE
32435
0
2910
AMERICAN TOWER CORP NEW
COM
03027X100
32
343
SH
OTR
343
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
2994
31799
SH
SOLE
29024
0
2775
AMGEN INC
COM
031162100
25
159
SH
OTR
159
0
0
AMGEN INC
COM
031162100
3227
20187
SH
SOLE
18373
0
1814
APACHE CORP
COM
037411105
3
52
SH
SOLE
52
0
0
APPLE INC
COM
037833100
217
1744
SH
OTR
1744
0
0
APPLE INC
COM
037833100
7186
57748
SH
SOLE
55345
0
2403
ASTRAZENECA PLC
SPONSORED ADR
046353108
65
946
SH
OTR
946
0
0
ASTRAZENECA PLC
SPONSORED ADR
046353108
1165
17016
SH
SOLE
16626
0
390
AT&T INC
COM
00206R102
329
10082
SH
OTR
10082
0
0
AT&T INC
COM
00206R102
2414
73914
SH
SOLE
72396
0
1518
AVALONBAY CMNTYS INC
COM
053484101
17
100
SH
OTR
100
0
0
AVALONBAY CMNTYS INC
COM
053484101
369
2115
SH
SOLE
1990
0
125
BAIDU INC
SPON ADR REP A
056752108
412
1975
SH
SOLE
1975
0
0
BANK MONTREAL QUE
COM
063671101
37
611
SH
OTR
611
0
0
BANK MONTREAL QUE
COM
063671101
827
13797
SH
SOLE
13547
0
250
BARCLAYS BANK PLC
SP ADR 7.1%PF3
06739H776
207
8000
SH
SOLE
8000
0
0
BAXTER INTL INC
COM
071813109
1
0
SH
SOLE
0
0
0
BECTON DICKINSON & CO
COM
075887109
6
40
SH
SOLE
40
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
218
1
SH
SOLE
1
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
501
3476
SH
SOLE
2676
0
800
BIOGEN INC
COM
09062X103
665
1576
SH
SOLE
1576
0
0
BLACKSTONE GROUP L P
COM UNIT LTD
09253U108
486
12485
SH
SOLE
12485
0
0
BOEING CO
COM
097023105
20
132
SH
OTR
132
0
0
BOEING CO
COM
097023105
878
5853
SH
SOLE
5853
0
0
BP PLC
SPONSORED ADR
055622104
12
306
SH
OTR
306
0
0
BP PLC
SPONSORED ADR
055622104
434
11099
SH
SOLE
10799
0
300
BRISTOL MYERS SQUIBB CO
COM
110122108
1263
19589
SH
SOLE
19139
0
450
BUFFALO WILD WINGS INC
COM
119848109
255
1405
SH
SOLE
1405
0
0
CA INC
COM
12673P105
7
226
SH
OTR
226
0
0
CA INC
COM
12673P105
329
10066
SH
SOLE
10066
0
0
CAPITAL ONE FINL CORP
COM
14040H105
32
407
SH
OTR
407
0
0
CAPITAL ONE FINL CORP
COM
14040H105
2894
36711
SH
SOLE
34044
0
2667
CATERPILLAR INC DEL
COM
149123101
24
300
SH
OTR
300
0
0
CATERPILLAR INC DEL
COM
149123101
583
7285
SH
SOLE
7110
0
175
CAVIUM INC
COM
14964U108
263
3715
SH
SOLE
3715
0
0
CDN IMPERIAL BK COMM TORONTO
COM
136069101
16
217
SH
OTR
217
0
0
CDN IMPERIAL BK COMM TORONTO
COM
136069101
687
9479
SH
SOLE
9279
0
200
CELGENE CORP
COM
151020104
554
4804
SH
SOLE
4804
0
0
CERNER CORP
COM
156782104
295
4025
SH
SOLE
4025
0
0
CHEVRON CORP NEW
COM
166764100
62
591
SH
OTR
591
0
0
CHEVRON CORP NEW
COM
166764100
2030
19337
SH
SOLE
19187
0
150
CHIPOTLE MEXICAN GRILL INC
COM
169656105
398
612
SH
SOLE
612
0
0
CHUBB CORP
COM
171232101
44
433
SH
OTR
433
0
0
CHUBB CORP
COM
171232101
1869
18491
SH
SOLE
17119
0
1372
CISCO SYS INC
COM
17275R102
460
16728
SH
SOLE
15728
0
1000
COCA COLA CO
COM
191216100
36
895
SH
OTR
895
0
0
COCA COLA CO
COM
191216100
2825
69661
SH
SOLE
68786
0
875
COLGATE PALMOLIVE CO
COM
194162103
33
472
SH
OTR
472
0
0
COLGATE PALMOLIVE CO
COM
194162103
1435
20691
SH
SOLE
18617
0
2074
CONOCOPHILLIPS
COM
20825C104
88
1407
SH
OTR
1407
0
0
CONOCOPHILLIPS
COM
20825C104
3508
56348
SH
SOLE
52671
0
3677
CORNING INC
COM
219350105
293
12920
SH
SOLE
12920
0
0
COSTCO WHSL CORP NEW
COM
22160K105
33
215
SH
OTR
215
0
0
COSTCO WHSL CORP NEW
COM
22160K105
1254
8280
SH
SOLE
7534
0
746
CVS HEALTH CORP
COM
126650100
38
367
SH
OTR
367
0
0
CVS HEALTH CORP
COM
126650100
3456
33480
SH
SOLE
30852
0
2628
DEERE & CO
COM
244199105
38
431
SH
OTR
431
0
0
DEERE & CO
COM
244199105
873
9953
SH
SOLE
8967
0
986
DIAMOND OFFSHORE DRILLING IN
COM
25271C102
5
200
SH
OTR
200
0
0
DIAMOND OFFSHORE DRILLING IN
COM
25271C102
456
17028
SH
SOLE
16946
0
82
DISCOVER FINL SVCS
COM
254709108
6
110
SH
SOLE
110
0
0
DISNEY WALT CO
COM DISNEY
254687106
28
268
SH
OTR
268
0
0
DISNEY WALT CO
COM DISNEY
254687106
2995
28554
SH
SOLE
25108
0
3446
DOMINION RES INC VA NEW
COM
25746U109
407
5741
SH
SOLE
5281
0
460
DOUBLELINE OPPORTUNISTIC CR
COM
258623107
9
378
SH
SOLE
0
0
378
DR PEPPER SNAPPLE GROUP INC
COM
26138E109
17
215
SH
OTR
215
0
0
DR PEPPER SNAPPLE GROUP INC
COM
26138E109
1418
18064
SH
SOLE
15862
0
2202
DU PONT E I DE NEMOURS & CO
COM
263534109
21
292
SH
OTR
292
0
0
DU PONT E I DE NEMOURS & CO
COM
263534109
1781
24920
SH
SOLE
24720
0
200
DUKE ENERGY CORP NEW
COM NEW
26441C204
60
786
SH
OTR
786
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
1645
21425
SH
SOLE
21078
0
347
E M C CORP MASS
COM
268648102
42
1641
SH
OTR
1641
0
0
E M C CORP MASS
COM
268648102
2724
106575
SH
SOLE
98051
0
8524
EATON CORP PLC
SHS
G29183103
14
211
SH
OTR
211
0
0
EATON CORP PLC
SHS
G29183103
626
9218
SH
SOLE
9018
0
200
EBAY INC
COM
278642103
31
533
SH
OTR
533
0
0
EBAY INC
COM
278642103
2318
40189
SH
SOLE
36632
0
3557
ECOLAB INC
COM
278865100
9
82
SH
OTR
82
0
0
ECOLAB INC
COM
278865100
943
8242
SH
SOLE
7370
0
872
ELECTRONIC ARTS INC
COM
285512109
15
260
SH
SOLE
260
0
0
ENSCO PLC
SHS CLASS A
G3157S106
7
351
SH
OTR
351
0
0
ENSCO PLC
SHS CLASS A
G3157S106
631
29970
SH
SOLE
26400
0
3570
ENTERPRISE PRODS PARTNERS L
COM
293792107
600
18215
SH
SOLE
18215
0
0
ENVESTNET INC
COM
29404K106
211
3770
SH
SOLE
3770
0
0
EPAM SYS INC
COM
29414B104
225
3675
SH
SOLE
3675
0
0
EXPRESS SCRIPTS HLDG CO
COM
30219G108
4
50
SH
OTR
50
0
0
EXPRESS SCRIPTS HLDG CO
COM
30219G108
1157
13333
SH
SOLE
13333
0
0
EXXON MOBIL CORP
COM
30231G102
4
50
SH
OTR
50
0
0
EXXON MOBIL CORP
COM
30231G102
5092
59906
SH
SOLE
58775
0
1131
FACEBOOK INC
CL A
30303M102
8
100
SH
OTR
100
0
0
FACEBOOK INC
CL A
30303M102
480
5840
SH
SOLE
5840
0
0
1ST SOURCE CORP
COM
336901103
209
6500
SH
SOLE
6500
0
0
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
33734X143
30
450
SH
SOLE
450
0
0
FLEETCOR TECHNOLOGIES INC
COM
339041105
238
1580
SH
SOLE
1580
0
0
FLUOR CORP NEW
COM
343412102
14
250
SH
OTR
250
0
0
FLUOR CORP NEW
COM
343412102
1892
33091
SH
SOLE
30538
0
2553
FRANKLIN FINL NETWORK INC
COM
35352P104
201
9582
SH
SOLE
9582
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
11
590
SH
OTR
590
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
730
38546
SH
SOLE
35865
0
2681
GARMIN LTD
SHS
H2906T109
17
357
SH
OTR
357
0
0
GARMIN LTD
SHS
H2906T109
530
11156
SH
SOLE
11156
0
0
GARTNER INC
COM
366651107
207
2465
SH
SOLE
2465
0
0
GENERAL ELECTRIC CO
COM
369604103
94
3782
SH
OTR
3782
0
0
GENERAL ELECTRIC CO
COM
369604103
4099
165215
SH
SOLE
156024
0
9191
GENTHERM INC
COM
37253A103
214
4230
SH
SOLE
4230
0
0
GENUINE PARTS CO
COM
372460105
42
447
SH
OTR
447
0
0
GENUINE PARTS CO
COM
372460105
1432
15372
SH
SOLE
15372
0
0
GILEAD SCIENCES INC
COM
375558103
30
301
SH
OTR
301
0
0
GILEAD SCIENCES INC
COM
375558103
2361
24057
SH
SOLE
22346
0
1711
GOOGLE INC
CL A
38259P508
51
92
SH
OTR
92
0
0
GOOGLE INC
CL A
38259P508
2870
5175
SH
SOLE
4825
0
350
GOOGLE INC
CL C
38259P706
8
14
SH
OTR
14
0
0
GOOGLE INC
CL C
38259P706
1462
2669
SH
SOLE
2367
0
302
GOVERNMENT PPTYS INCOME TR
COM SHS BEN INT
38376A103
32
1400
SH
OTR
1400
0
0
GOVERNMENT PPTYS INCOME TR
COM SHS BEN INT
38376A103
377
16496
SH
SOLE
16346
0
150
GRUBHUB INC
COM
400110102
622
13710
SH
SOLE
13710
0
0
HALLIBURTON CO
COM
406216101
35
798
SH
OTR
798
0
0
HALLIBURTON CO
COM
406216101
1510
34424
SH
SOLE
30316
0
4108
HCA HOLDINGS INC
COM
40412C101
32
424
SH
OTR
424
0
0
HCA HOLDINGS INC
COM
40412C101
5406
71863
SH
SOLE
66922
0
4941
HEALTH CARE REIT INC
COM
42217K106
8
100
SH
OTR
100
0
0
HEALTH CARE REIT INC
COM
42217K106
280
3620
SH
SOLE
3270
0
350
HEALTHSTREAM INC
COM
42222N103
839
33303
SH
SOLE
33303
0
0
HOME DEPOT INC
COM
437076102
22
190
SH
OTR
190
0
0
HOME DEPOT INC
COM
437076102
503
4430
SH
SOLE
4430
0
0
HONEYWELL INTL INC
COM
438516106
69
663
SH
OTR
663
0
0
HONEYWELL INTL INC
COM
438516106
4261
40855
SH
SOLE
38085
0
2770
ICON PLC
SHS
G4705A100
232
3291
SH
SOLE
3291
0
0
INTEL CORP
COM
458140100
117
3730
SH
OTR
3730
0
0
INTEL CORP
COM
458140100
3748
119862
SH
SOLE
114060
0
5802
INTERNATIONAL BUSINESS MACHS
COM
459200101
46
286
SH
OTR
286
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
3154
19649
SH
SOLE
18439
0
1210
INTL PAPER CO
COM
460146103
296
5340
SH
SOLE
5340
0
0
ISHARES
MSCI BRZ CAP ETF
464286400
4
128
SH
SOLE
128
0
0
ISHARES TR
SELECT DIVID ETF
464287168
29
375
SH
OTR
375
0
0
ISHARES TR
SELECT DIVID ETF
464287168
1857
23831
SH
SOLE
23831
0
0
ISHARES TR
CORE S&P500 ETF
464287200
394
1896
SH
SOLE
1896
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
53
1309
SH
OTR
1309
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
2820
70265
SH
SOLE
66002
0
4263
ISHARES TR
S&P 500 GRWT ETF
464287309
828
7267
SH
SOLE
7267
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
753
8135
SH
SOLE
8135
0
0
ISHARES TR
MSCI EAFE ETF
464287465
196
3054
SH
OTR
3054
0
0
ISHARES TR
MSCI EAFE ETF
464287465
7394
115233
SH
SOLE
112375
0
2858
ISHARES TR
RUS MD CP GR ETF
464287481
23
236
SH
OTR
236
0
0
ISHARES TR
RUS MD CP GR ETF
464287481
479
4890
SH
SOLE
4890
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
90
593
SH
OTR
593
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
2929
19272
SH
SOLE
19272
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1846
18661
SH
SOLE
18661
0
0
ISHARES TR
RUS 2000 VAL ETF
464287630
891
8634
SH
SOLE
8634
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
114
750
SH
SOLE
750
0
0
ISHARES TR
S&P MC 400VL ETF
464287705
1418
10830
SH
SOLE
10830
0
0
ISHARES TR
U.S. TELECOM ETF
464287713
208
6892
SH
SOLE
6892
0
0
ISHARES TR
U.S. REAL ES ETF
464287739
18
233
SH
OTR
233
0
0
ISHARES TR
U.S. REAL ES ETF
464287739
1227
15466
SH
SOLE
15216
0
250
ISHARES TR
CORE S&P SCP ETF
464287804
147
1247
SH
OTR
1247
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
3469
29388
SH
SOLE
29388
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
1082
9102
SH
SOLE
9102
0
0
ISHARES TR
SP SMCP600GR ETF
464287887
29
225
SH
OTR
225
0
0
ISHARES TR
SP SMCP600GR ETF
464287887
3100
23816
SH
SOLE
23816
0
0
ISHARES
U.S. PFD STK ETF
464288687
644
16065
SH
SOLE
16065
0
0
ISHARES
US REGNL BKS ETF
464288778
14
399
SH
OTR
399
0
0
ISHARES
US REGNL BKS ETF
464288778
1251
35899
SH
SOLE
32502
0
3397
ISHARES
EAFE VALUE ETF
464288877
31
585
SH
OTR
585
0
0
ISHARES
EAFE VALUE ETF
464288877
449
8420
SH
SOLE
8420
0
0
ISHARES
EAFE GRWTH ETF
464288885
26
372
SH
OTR
372
0
0
ISHARES
EAFE GRWTH ETF
464288885
376
5361
SH
SOLE
5361
0
0
ISHARES S&P GSCI COMMODITY I
UNIT BEN INT
46428R107
312
15982
SH
SOLE
15982
0
0
ISHARES TR
MRNGSTR INC ETF
46432F875
1104
42680
SH
SOLE
42680
0
0
JARDEN CORP
COM
471109108
28
531
SH
OTR
531
0
0
JARDEN CORP
COM
471109108
1333
25195
SH
SOLE
21601
0
3594
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
763
4416
SH
SOLE
4416
0
0
JOHNSON & JOHNSON
COM
478160104
10
100
SH
OTR
100
0
0
JOHNSON & JOHNSON
COM
478160104
3634
36122
SH
SOLE
35122
0
1000
JPMORGAN CHASE & CO
COM
46625H100
91
1500
SH
OTR
1500
0
0
JPMORGAN CHASE & CO
COM
46625H100
3855
63632
SH
SOLE
60870
0
2762
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
240
5601
SH
SOLE
5601
0
0
KIMBERLY CLARK CORP
COM
494368103
21
200
SH
OTR
200
0
0
KIMBERLY CLARK CORP
COM
494368103
225
2101
SH
SOLE
1601
0
500
KINDER MORGAN INC DEL
COM
49456B101
80
1892
SH
OTR
1892
0
0
KINDER MORGAN INC DEL
COM
49456B101
136
3248
SH
SOLE
2581
0
667
KRAFT FOODS GROUP INC
COM
50076Q106
101
1165
SH
OTR
1165
0
0
KRAFT FOODS GROUP INC
COM
50076Q106
4051
46492
SH
SOLE
43701
0
2791
LAS VEGAS SANDS CORP
COM
517834107
44
807
SH
OTR
807
0
0
LAS VEGAS SANDS CORP
COM
517834107
1870
33962
SH
SOLE
30790
0
3172
LAUDER ESTEE COS INC
COM
518439104
420
5055
SH
SOLE
5055
0
0
LILLY ELI & CO
COM
532457108
48
667
SH
OTR
667
0
0
LILLY ELI & CO
COM
532457108
2970
40885
SH
SOLE
38238
0
2647
LINCOLN NATL CORP IND
COM
534187109
600
10450
SH
SOLE
10450
0
0
LITHIA MTRS INC
CL A
536797103
217
2180
SH
SOLE
2180
0
0
LOCKHEED MARTIN CORP
COM
539830109
24
120
SH
OTR
120
0
0
LOCKHEED MARTIN CORP
COM
539830109
919
4527
SH
SOLE
4527
0
0
MAIDEN HOLDINGS LTD
SHS
G5753U112
256
17230
SH
SOLE
17230
0
0
MARATHON OIL CORP
COM
565849106
12
444
SH
OTR
444
0
0
MARATHON OIL CORP
COM
565849106
1182
45253
SH
SOLE
40820
0
4433
MASTERCARD INC
CL A
57636Q104
677
7840
SH
SOLE
7840
0
0
MAXIMUS INC
COM
577933104
378
5655
SH
SOLE
5655
0
0
MCDONALDS CORP
COM
580135101
14
141
SH
OTR
141
0
0
MCDONALDS CORP
COM
580135101
770
7898
SH
SOLE
7898
0
0
MCKESSON CORP
COM
58155Q103
223
985
SH
SOLE
985
0
0
MEDTRONIC PLC
SHS
G5960L103
14
182
SH
SOLE
0
0
182
MERCK & CO INC NEW
COM
58933Y105
592
10298
SH
SOLE
10298
0
0
MICROCHIP TECHNOLOGY INC
COM
595017104
13
275
SH
OTR
275
0
0
MICROCHIP TECHNOLOGY INC
COM
595017104
497
10150
SH
SOLE
10150
0
0
MICRON TECHNOLOGY INC
COM
595112103
332
12240
SH
SOLE
12240
0
0
MICROSOFT CORP
COM
594918104
188
4614
SH
OTR
4614
0
0
MICROSOFT CORP
COM
594918104
3590
88309
SH
SOLE
81413
0
6896
MONDELEZ INTL INC
CL A
609207105
32
890
SH
OTR
890
0
0
MONDELEZ INTL INC
CL A
609207105
1424
39467
SH
SOLE
34270
0
5197
MONSTER BEVERAGE CORP
COM
611740101
5
35
SH
OTR
35
0
0
MONSTER BEVERAGE CORP
COM
611740101
510
3683
SH
SOLE
3267
0
416
NATIONAL HEALTH INVS INC
COM
63633D104
13
181
SH
OTR
181
0
0
NATIONAL HEALTH INVS INC
COM
63633D104
1585
22319
SH
SOLE
22319
0
0
NATIONAL HEALTHCARE CORP
COM
635906100
470
7375
SH
SOLE
7375
0
0
NATIONAL HEALTHCARE CORP
PFD CONV SER A
635906209
269
16992
SH
SOLE
16992
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
53
1068
SH
OTR
1068
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
1644
32889
SH
SOLE
30351
0
2538
NIKE INC
CL B
654106103
19
193
SH
OTR
193
0
0
NIKE INC
CL B
654106103
1069
10656
SH
SOLE
10656
0
0
NORFOLK SOUTHERN CORP
COM
655844108
227
2208
SH
SOLE
2208
0
0
NOW INC
COM
67011P100
29
1348
SH
SOLE
812
0
536
OLD DOMINION FGHT LINES INC
COM
679580100
216
2790
SH
SOLE
2790
0
0
ORACLE CORP
COM
68389X105
67
1562
SH
OTR
1562
0
0
ORACLE CORP
COM
68389X105
3660
84815
SH
SOLE
77679
0
7136
PALO ALTO NETWORKS INC
COM
697435105
326
2230
SH
SOLE
2230
0
0
PAREXEL INTL CORP
COM
699462107
278
4035
SH
SOLE
4035
0
0
PAYCHEX INC
COM
704326107
353
7122
SH
SOLE
7122
0
0
PEPSICO INC
COM
713448108
19
196
SH
OTR
196
0
0
PEPSICO INC
COM
713448108
3150
32940
SH
SOLE
31215
0
1725
PEREGRINE PHARMACEUTICALS IN
COM NEW
713661304
27
20000
SH
OTR
20000
0
0
PFIZER INC
COM
717081103
22
624
SH
OTR
624
0
0
PFIZER INC
COM
717081103
1490
42829
SH
SOLE
30829
0
12000
PHILIP MORRIS INTL INC
COM
718172109
552
7322
SH
SOLE
5857
0
1465
PINNACLE FINL PARTNERS INC
COM
72346Q104
9639
216801
SH
SOLE
818
3805
212178
PLUM CREEK TIMBER CO INC
COM
729251108
30
687
SH
OTR
687
0
0
PLUM CREEK TIMBER CO INC
COM
729251108
630
14481
SH
SOLE
14481
0
0
POLARIS INDS INC
COM
731068102
512
3631
SH
SOLE
3631
0
0
PROCTER & GAMBLE CO
COM
742718109
77
943
SH
OTR
943
0
0
PROCTER & GAMBLE CO
COM
742718109
3855
47053
SH
SOLE
45371
0
1682
PRUDENTIAL FINL INC
COM
744320102
81
1011
SH
OTR
1011
0
0
PRUDENTIAL FINL INC
COM
744320102
3247
40430
SH
SOLE
37821
0
2609
QUALCOMM INC
COM
747525103
86
1240
SH
OTR
1240
0
0
QUALCOMM INC
COM
747525103
3765
54292
SH
SOLE
50547
0
3745
QUANTA SVCS INC
COM
74762E102
33
1169
SH
OTR
1169
0
0
QUANTA SVCS INC
COM
74762E102
1713
60049
SH
SOLE
54716
0
5333
REGENERON PHARMACEUTICALS
COM
75886F107
419
928
SH
SOLE
928
0
0
REGIONS FINL CORP NEW
COM
7591EP100
281
29675
SH
SOLE
29675
0
0
ROSS STORES INC
COM
778296103
658
6245
SH
SOLE
6245
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
27
437
SH
OTR
437
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
860
13722
SH
SOLE
13722
0
0
SCANA CORP NEW
COM
80589M102
22
404
SH
OTR
404
0
0
SCANA CORP NEW
COM
80589M102
896
16299
SH
SOLE
16299
0
0
SCHLUMBERGER LTD
COM
806857108
19
225
SH
OTR
225
0
0
SCHLUMBERGER LTD
COM
806857108
1557
18659
SH
SOLE
17461
0
1198
SEAGATE TECHNOLOGY PLC
SHS
G7945M107
51
975
SH
OTR
975
0
0
SEAGATE TECHNOLOGY PLC
SHS
G7945M107
1388
26674
SH
SOLE
26349
0
325
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
21
424
SH
OTR
424
0
0
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
322
6599
SH
SOLE
6599
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
27
360
SH
OTR
360
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
367
4865
SH
SOLE
4865
0
0
SELECT SECTOR SPDR TR
SBI INT-ENERGY
81369Y506
3
42
SH
OTR
42
0
0
SELECT SECTOR SPDR TR
SBI INT-ENERGY
81369Y506
674
8693
SH
SOLE
8693
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
17
300
SH
SOLE
300
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
3
69
SH
SOLE
69
0
0
SEMPRA ENERGY
COM
816851109
736
6750
SH
SOLE
6750
0
0
SERVICESOURCE INTL LLC
COM
81763U100
50
16000
SH
SOLE
16000
0
0
SIGMA ALDRICH CORP
COM
826552101
1529
11061
SH
SOLE
11061
0
0
SIGNATURE BK NEW YORK N Y
COM
82669G104
269
2075
SH
SOLE
2075
0
0
SKECHERS U S A INC
CL A
830566105
234
3255
SH
SOLE
3255
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
308
3130
SH
SOLE
3130
0
0
SNAP ON INC
COM
833034101
486
3305
SH
SOLE
3305
0
0
SOUTHERN CO
COM
842587107
62
1395
SH
OTR
1395
0
0
SOUTHERN CO
COM
842587107
1783
40263
SH
SOLE
39863
0
400
SOUTHWEST AIRLS CO
COM
844741108
10
230
SH
SOLE
230
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
5258
25467
SH
SOLE
25467
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
214
1883
SH
SOLE
1883
0
0
SPDR SERIES TRUST
S&P 600 SMCP GRW
78464A201
25
134
SH
OTR
134
0
0
SPDR SERIES TRUST
S&P 600 SMCP GRW
78464A201
1113
5898
SH
SOLE
5195
0
703
SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
32
298
SH
OTR
298
0
0
SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
1038
9688
SH
SOLE
8988
0
700
SPDR SERIES TRUST
DJ REIT ETF
78464A607
604
6385
SH
SOLE
6385
0
0
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
359
2020
SH
SOLE
2020
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1049
3783
SH
SOLE
3783
0
0
SPECTRA ENERGY PARTNERS LP
COM
847560109
579
16010
SH
SOLE
15285
0
725
SPIRIT AIRLS INC
COM
848577102
216
2790
SH
SOLE
2790
0
0
STARBUCKS CORP
COM
855244109
9
100
SH
OTR
100
0
0
STARBUCKS CORP
COM
855244109
413
4358
SH
SOLE
4358
0
0
SUN LIFE FINL INC
COM
866796105
201
6510
SH
SOLE
6510
0
0
SUNTRUST BKS INC
COM
867914103
960
23362
SH
SOLE
23362
0
0
SYSCO CORP
COM
871829107
384
10167
SH
SOLE
9292
0
875
TARGET CORP
COM
87612E106
54
663
SH
OTR
663
0
0
TARGET CORP
COM
87612E106
2635
32106
SH
SOLE
29422
0
2684
TEXAS INSTRS INC
COM
882508104
276
4824
SH
SOLE
4824
0
0
TEXTAINER GROUP HOLDINGS LTD
SHS
G8766E109
31
1038
SH
OTR
1038
0
0
TEXTAINER GROUP HOLDINGS LTD
SHS
G8766E109
950
31657
SH
SOLE
30857
0
800
TJX COS INC NEW
COM
872540109
508
7247
SH
SOLE
7247
0
0
TYSON FOODS INC
CL A
902494103
6
150
SH
SOLE
150
0
0
UBS AG JERSEY BRH
ALERIAN INFRST
902641646
354
9337
SH
SOLE
9337
0
0
UGI CORP NEW
COM
902681105
241
7380
SH
SOLE
7380
0
0
UMPQUA HLDGS CORP
COM
904214103
206
11990
SH
SOLE
11990
0
0
UNDER ARMOUR INC
CL A
904311107
1098
13600
SH
SOLE
13600
0
0
UNION PAC CORP
COM
907818108
22
200
SH
OTR
200
0
0
UNION PAC CORP
COM
907818108
3397
31367
SH
SOLE
29283
0
2084
UNITED PARCEL SERVICE INC
CL B
911312106
202
2083
SH
SOLE
1783
0
300
UNITED TECHNOLOGIES CORP
COM
913017109
57
486
SH
OTR
486
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
3257
27787
SH
SOLE
26119
0
1668
UNITEDHEALTH GROUP INC
COM
91324P102
65
553
SH
OTR
553
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
4791
40504
SH
SOLE
37400
0
3104
VALERO ENERGY CORP NEW
COM
91913Y100
8
119
SH
SOLE
119
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
781
19597
SH
SOLE
19597
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
100
2438
SH
OTR
2438
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1874
45845
SH
SOLE
45845
0
0
VANGUARD INDEX FDS
REIT ETF
922908553
221
2627
SH
SOLE
2627
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
769
7167
SH
SOLE
7167
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
50
1020
SH
OTR
1020
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
3028
62271
SH
SOLE
61216
0
1055
VIPSHOP HLDGS LTD
SPONSORED ADR
92763W103
562
19100
SH
SOLE
19100
0
0
VISA INC
COM CL A
92826C839
49
756
SH
OTR
756
0
0
VISA INC
COM CL A
92826C839
2523
38561
SH
SOLE
34933
0
3628
WAL-MART STORES INC
COM
931142103
408
4961
SH
SOLE
4961
0
0
WASTE MGMT INC DEL
COM
94106L109
23
417
SH
OTR
417
0
0
WASTE MGMT INC DEL
COM
94106L109
998
18400
SH
SOLE
18400
0
0
WELLS FARGO & CO NEW
COM
949746101
103
1898
SH
OTR
1898
0
0
WELLS FARGO & CO NEW
COM
949746101
4187
76980
SH
SOLE
72958
0
4022
WESTERN GAS PARTNERS LP
COM UNIT LP IN
958254104
279
4230
SH
SOLE
4230
0
0
WHITEWAVE FOODS CO
COM
966244105
216
4870
SH
SOLE
4870
0
0
WHOLE FOODS MKT INC
COM
966837106
39
748
SH
OTR
748
0
0
WHOLE FOODS MKT INC
COM
966837106
1929
37043
SH
SOLE
34497
0
2546
WISDOMTREE TR
TOTAL DIVID FD
97717W109
15
200
SH
SOLE
200
0
0
W P CAREY INC
COM
92936U109
247
3631
SH
SOLE
3631
0
0
YUM BRANDS INC
COM
988498101
59
750
SH
OTR
750
0
0
YUM BRANDS INC
COM
988498101
2258
28679
SH
SOLE
26089
0
2590