0001140361-15-039924.txt : 20151110
0001140361-15-039924.hdr.sgml : 20151110
20151106104432
ACCESSION NUMBER: 0001140361-15-039924
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150930
FILED AS OF DATE: 20151106
DATE AS OF CHANGE: 20151106
EFFECTIVENESS DATE: 20151106
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: 151202959
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
09-30-2015
09-30-2015
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
615-744-3700
Harold R. Carpenter
Nasvhille
TN
11-06-2015
0
364
318117
false
INFORMATION TABLE
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form13fInfoTable.xml
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COM
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6225
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COM
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ABBVIE INC
COM
00287Y109
419
7729
SH
OTR
7729
0
0
ABBVIE INC
COM
00287Y109
2510
46144
SH
SOLE
45593
0
551
AFLAC INC
COM
001055102
12
200
SH
OTR
200
0
0
AFLAC INC
COM
001055102
201
3451
SH
SOLE
3451
0
0
AKAMAI TECHNOLOGIES INC
COM
00971T101
435
6305
SH
SOLE
6305
0
0
ALPS ETF TR
ALERIAN MLP
00162Q866
44
3502
SH
OTR
3502
0
0
ALPS ETF TR
ALERIAN MLP
00162Q866
1957
156781
SH
SOLE
151691
0
5090
ALTRIA GROUP INC
COM
02209S103
47
870
SH
OTR
870
0
0
ALTRIA GROUP INC
COM
02209S103
1716
31540
SH
SOLE
29854
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1686
AMAZON COM INC
COM
023135106
93
182
SH
OTR
182
0
0
AMAZON COM INC
COM
023135106
6031
11781
SH
SOLE
10962
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819
AMERICAN EAGLE OUTFITTERS NE
COM
02553E106
213
13605
SH
SOLE
13605
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0
AMERICAN ELEC PWR INC
COM
025537101
30
526
SH
OTR
526
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0
AMERICAN ELEC PWR INC
COM
025537101
915
16098
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AMERICAN EXPRESS CO
COM
025816109
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AMERICAN EXPRESS CO
COM
025816109
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COM
03027X100
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323
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OTR
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AMERICAN TOWER CORP NEW
COM
03027X100
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33508
SH
SOLE
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AMETEK INC NEW
COM
031100100
2302
44000
SH
SOLE
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0
0
AMGEN INC
COM
031162100
28
202
SH
OTR
202
0
0
AMGEN INC
COM
031162100
2834
20492
SH
SOLE
18551
0
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APACHE CORP
COM
037411105
2
52
SH
SOLE
52
0
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APPLE INC
COM
037833100
186
1682
SH
OTR
1682
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APPLE INC
COM
037833100
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SOLE
63634
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ASTRAZENECA PLC
SPONSORED ADR
046353108
65
2036
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OTR
2036
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ASTRAZENECA PLC
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046353108
1130
35497
SH
SOLE
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468
AT&T INC
COM
00206R102
535
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OTR
16246
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AT&T INC
COM
00206R102
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SOLE
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ATMOS ENERGY CORP
COM
049560105
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17525
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SOLE
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AVAGO TECHNOLOGIES LTD
SHS
Y0486S104
371
2970
SH
SOLE
2970
0
0
AVALONBAY CMNTYS INC
COM
053484101
17
100
SH
OTR
100
0
0
AVALONBAY CMNTYS INC
COM
053484101
362
2070
SH
SOLE
2070
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BANK MONTREAL QUE
COM
063671101
41
751
SH
OTR
751
0
0
BANK MONTREAL QUE
COM
063671101
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17784
SH
SOLE
17473
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311
BARCLAYS BANK PLC
SP ADR 7.1%PF3
06739H776
205
8000
SH
SOLE
8000
0
0
BAXTER INTL INC
COM
071813109
3
92
SH
OTR
92
0
0
BAXTER INTL INC
COM
071813109
363
11037
SH
SOLE
9382
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BECTON DICKINSON & CO
COM
075887109
5
40
SH
SOLE
40
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
448
3436
SH
SOLE
2636
0
800
BLACKROCK INC
COM
09247X101
212
605
SH
SOLE
575
0
30
BLACKSTONE GROUP L P
COM UNIT LTD
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410
12940
SH
SOLE
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BOEING CO
COM
097023105
13
103
SH
OTR
103
0
0
BOEING CO
COM
097023105
720
5497
SH
SOLE
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BP PLC
SPONSORED ADR
055622104
13
414
SH
OTR
414
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0
BP PLC
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055622104
475
15539
SH
SOLE
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BRISTOL MYERS SQUIBB CO
COM
110122108
282
4185
SH
OTR
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0
BRISTOL MYERS SQUIBB CO
COM
110122108
1182
19878
SH
SOLE
19428
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450
BROOKFIELD HIGH INCOME FD IN
COM
11272P102
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135
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SOLE
135
0
0
BUFFALO WILD WINGS INC
COM
119848109
289
1495
SH
SOLE
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CA INC
COM
12673P105
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319
SH
OTR
319
0
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CA INC
COM
12673P105
313
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CAPITAL ONE FINL CORP
COM
14040H105
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OTR
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CAPITAL ONE FINL CORP
COM
14040H105
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CATERPILLAR INC DEL
COM
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SH
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CATERPILLAR INC DEL
COM
149123101
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SH
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CAVIUM INC
COM
14964U108
245
4000
SH
SOLE
4000
0
0
CDN IMPERIAL BK COMM TORONTO
COM
136069101
21
289
SH
OTR
289
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0
CDN IMPERIAL BK COMM TORONTO
COM
136069101
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SH
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CELGENE CORP
COM
151020104
521
4814
SH
SOLE
4814
0
0
CERNER CORP
COM
156782104
253
4220
SH
SOLE
4220
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0
CHEVRON CORP NEW
COM
166764100
234
2683
SH
OTR
2683
0
0
CHEVRON CORP NEW
COM
166764100
2009
25137
SH
SOLE
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CHIPOTLE MEXICAN GRILL INC
COM
169656105
441
612
SH
SOLE
612
0
0
CHUBB CORP
COM
171232101
53
433
SH
OTR
433
0
0
CHUBB CORP
COM
171232101
2202
17954
SH
SOLE
16546
0
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CISCO SYS INC
COM
17275R102
102
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SH
OTR
3500
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0
CISCO SYS INC
COM
17275R102
800
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SH
SOLE
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CITIGROUP INC
COM
172967424
14
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SH
OTR
291
0
0
CITIGROUP INC
COM
172967424
1349
27189
SH
SOLE
22812
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COCA COLA CO
COM
191216100
547
12834
SH
OTR
6046
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6788
COCA COLA CO
COM
191216100
2988
74318
SH
SOLE
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COLGATE PALMOLIVE CO
COM
194162103
30
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SH
OTR
472
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0
COLGATE PALMOLIVE CO
COM
194162103
1125
17737
SH
SOLE
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CONOCOPHILLIPS
COM
20825C104
70
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SH
OTR
1463
0
0
CONOCOPHILLIPS
COM
20825C104
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CORESITE RLTY CORP
COM
21870Q105
250
4860
SH
SOLE
4860
0
0
COSTCO WHSL CORP NEW
COM
22160K105
31
215
SH
OTR
215
0
0
COSTCO WHSL CORP NEW
COM
22160K105
1258
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SH
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7894
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CRACKER BARREL OLD CTRY STOR
COM
22410J106
1229
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SH
SOLE
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CSX CORP
COM
126408103
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SH
SOLE
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CVS HEALTH CORP
COM
126650100
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CVS HEALTH CORP
COM
126650100
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36619
SH
SOLE
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DECKERS OUTDOOR CORP
COM
243537107
53
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SH
SOLE
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0
909
DEERE & CO
COM
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SH
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DEERE & CO
COM
244199105
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SH
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DIAMOND OFFSHORE DRILLING IN
COM
25271C102
3
200
SH
OTR
200
0
0
DIAMOND OFFSHORE DRILLING IN
COM
25271C102
226
13052
SH
SOLE
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DISNEY WALT CO
COM DISNEY
254687106
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SH
OTR
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DISNEY WALT CO
COM DISNEY
254687106
3252
31778
SH
SOLE
28216
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DOMINION RES INC VA NEW
COM
25746U109
65
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SH
OTR
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0
DOMINION RES INC VA NEW
COM
25746U109
545
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SH
SOLE
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110
DOUBLELINE OPPORTUNISTIC CR
COM
258623107
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SH
SOLE
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0
378
DR PEPPER SNAPPLE GROUP INC
COM
26138E109
27
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SH
OTR
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DR PEPPER SNAPPLE GROUP INC
COM
26138E109
1477
18693
SH
SOLE
16334
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D R HORTON INC
COM
23331A109
364
12410
SH
SOLE
12410
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0
DU PONT E I DE NEMOURS & CO
COM
263534109
19
398
SH
OTR
398
0
0
DU PONT E I DE NEMOURS & CO
COM
263534109
1128
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SH
SOLE
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DUKE ENERGY CORP NEW
COM NEW
26441C204
59
814
SH
OTR
814
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0
DUKE ENERGY CORP NEW
COM NEW
26441C204
1639
22782
SH
SOLE
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E M C CORP MASS
COM
268648102
42
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SH
OTR
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E M C CORP MASS
COM
268648102
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SH
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EATON CORP PLC
SHS
G29183103
16
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SH
OTR
308
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EATON CORP PLC
SHS
G29183103
560
10922
SH
SOLE
10512
0
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EBAY INC
COM
278642103
9
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SH
OTR
350
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EBAY INC
COM
278642103
434
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SH
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ECOLAB INC
COM
278865100
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SH
OTR
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ECOLAB INC
COM
278865100
962
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SH
SOLE
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ENSCO PLC
SHS CLASS A
G3157S106
8
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SH
OTR
587
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ENSCO PLC
SHS CLASS A
G3157S106
728
51687
SH
SOLE
45134
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EPAM SYSTEMS INC
COM
29414B104
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SH
SOLE
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EMERSON ELEC CO
COM
291011104
85
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SH
OTR
1800
0
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EMERSON ELEC CO
COM
291011104
156
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SH
SOLE
3110
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ESSENT GROUP LTD
COM
G3198U102
204
8220
SH
SOLE
8220
0
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EXPRESS SCRIPTS HLDG CO
COM
30219G108
8
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SH
OTR
100
0
0
EXPRESS SCRIPTS HLDG CO
COM
30219G108
1106
13664
SH
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13664
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EXXON MOBIL CORP
COM
30231G102
1130
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SH
OTR
11773
0
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EXXON MOBIL CORP
COM
30231G102
5265
70726
SH
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68351
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FACEBOOK INC
CL A
30303M102
528
5870
SH
SOLE
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FLEETCOR TECHNOLOGIES INC
COM
339041105
230
1670
SH
SOLE
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0
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FLUOR CORP NEW
COM
343412102
18
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SH
OTR
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FLUOR CORP NEW
COM
343412102
1474
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SOLE
31933
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FORD MTR CO DEL
COM PAR $0.01
345370860
165
11220
SH
SOLE
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FREEPORT-MCMORAN INC
CL B NEW
35671D857
6
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SH
OTR
649
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FREEPORT-MCMORAN INC
CL B NEW
35671D857
551
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SH
SOLE
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GAMESTOP CORP NEW
CL A
36467W109
236
5730
SH
SOLE
5730
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GARMIN LTD
SHS
H2906T109
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SH
OTR
480
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GARMIN LTD
SHS
H2906T109
482
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SH
SOLE
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GARTNER INC
COM
366651107
222
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SH
SOLE
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GENERAL ELECTRIC CO
COM
369604103
444
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SH
OTR
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GENERAL ELECTRIC CO
COM
369604103
5486
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SOLE
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GENTHERM INC
COM
37253A103
206
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SH
SOLE
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GENUINE PARTS CO
COM
372460105
54
651
SH
OTR
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GENUINE PARTS CO
COM
372460105
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SH
SOLE
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GILEAD SCIENCES INC
COM
375558103
47
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SH
OTR
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GILEAD SCIENCES INC
COM
375558103
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SH
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GOOGLE INC
CL A
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CL A
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GOOGLE INC
CL C
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OTR
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CL C
38259P706
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COM SHS BEN INT
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GOVERNMENT PPTYS INCOME TR
COM SHS BEN INT
38376A103
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HALLIBURTON CO
COM
406216101
37
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OTR
1048
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HALLIBURTON CO
COM
406216101
1174
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SH
SOLE
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HCA HOLDINGS INC
COM
40412C101
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SH
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HCA HOLDINGS INC
COM
40412C101
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HEALTHSTREAM INC
COM
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SH
SOLE
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HOME DEPOT INC
COM
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SH
OTR
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COM
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COM
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COM
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HORMEL FOODS CORP
COM
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ICON PLC
SHS
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SH
SOLE
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INTEL CORP
COM
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COM
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COM
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COM
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MSCI BRZ CAP ETF
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MSCI EMG MKT ETF
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MSCI EMG MKT ETF
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MSCI EAFE ETF
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MSCI EAFE ETF
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CORE S&P MCP ETF
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0
0
ISHARES TR
SP SMCP600GR ETF
464287887
47
395
SH
OTR
395
0
0
ISHARES TR
SP SMCP600GR ETF
464287887
2971
24734
SH
SOLE
24734
0
0
ISHARES TR
U.S. PFD STK ETF
464288687
667
17265
SH
SOLE
17265
0
0
ISHARES TR
US REGNL BKS ETF
464288778
13
399
SH
OTR
399
0
0
ISHARES TR
US REGNL BKS ETF
464288778
1284
38053
SH
SOLE
34312
0
3741
ISHARES TR
EAFE VALUE ETF
464288877
27
585
SH
OTR
585
0
0
ISHARES TR
EAFE VALUE ETF
464288877
365
7891
SH
SOLE
7891
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
24
372
SH
OTR
372
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
323
5057
SH
SOLE
5057
0
0
ISHARES S&P GSCI COMMODITY I
UNIT BEN INT
46428R107
273
15982
SH
SOLE
15982
0
0
ISHARES TR
MRNGSTR INC ETF
46432F875
1083
46015
SH
SOLE
46015
0
0
JARDEN CORP
COM
471109108
35
706
SH
OTR
706
0
0
JARDEN CORP
COM
471109108
1488
30448
SH
SOLE
26699
0
3749
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
591
4451
SH
SOLE
4451
0
0
JOHNSON & JOHNSON
COM
478160104
473
4675
SH
OTR
4675
0
0
JOHNSON & JOHNSON
COM
478160104
4024
42881
SH
SOLE
41946
0
935
JPMORGAN CHASE & CO
COM
46625H100
391
6094
SH
OTR
6094
0
0
JPMORGAN CHASE & CO
COM
46625H100
4279
69878
SH
SOLE
66620
0
3258
KIMBERLY CLARK CORP
COM
494368103
22
200
SH
OTR
200
0
0
KIMBERLY CLARK CORP
COM
494368103
426
3907
SH
SOLE
3407
0
500
KRAFT HEINZ CO
COM
500754106
84
1189
SH
OTR
1189
0
0
KRAFT HEINZ CO
COM
500754106
2741
38841
SH
SOLE
38841
0
0
LAS VEGAS SANDS CORP
COM
517834107
23
605
SH
OTR
605
0
0
LAS VEGAS SANDS CORP
COM
517834107
1093
28798
SH
SOLE
25470
0
3328
LAUDER ESTEE COS INC
COM
518439104
321
3980
SH
SOLE
3980
0
0
LILLY ELI & CO
COM
532457108
58
689
SH
OTR
689
0
0
LILLY ELI & CO
COM
532457108
3372
40296
SH
SOLE
37573
0
2723
LINCOLN NATL CORP IND
COM
534187109
415
8750
SH
SOLE
8750
0
0
LITHIA MTRS INC
CL A
536797103
254
2345
SH
SOLE
2345
0
0
LOCKHEED MARTIN CORP
COM
539830109
32
156
SH
OTR
156
0
0
LOCKHEED MARTIN CORP
COM
539830109
1061
5114
SH
SOLE
5003
0
111
LULULEMON ATHLETICA INC
COM
550021109
150
2957
SH
SOLE
0
0
2957
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
257
3080
SH
SOLE
3080
0
0
MAIDEN HOLDINGS LTD
SHS
G5753U112
260
18750
SH
SOLE
18750
0
0
MANHATTAN ASSOCS INC
COM
562750109
224
3600
SH
SOLE
3600
0
0
MARATHON OIL CORP
COM
565849106
4
283
SH
OTR
283
0
0
MARATHON OIL CORP
COM
565849106
774
50269
SH
SOLE
44981
0
5288
MASTERCARD INC
CL A
57636Q104
708
7841
SH
SOLE
7840
0
1
MAXIMUS INC
COM
577933104
351
5890
SH
SOLE
5890
0
0
MCDONALDS CORP
COM
580135101
391
3503
SH
OTR
3253
0
250
MCDONALDS CORP
COM
580135101
1374
13610
SH
SOLE
13306
0
304
MEDTRONIC PLC
SHS
G5960L103
12
182
SH
SOLE
0
0
182
MERCK & CO INC NEW
COM
58933Y105
1070
21230
SH
SOLE
21035
0
195
MICROCHIP TECHNOLOGY INC
COM
595017104
16
364
SH
OTR
364
0
0
MICROCHIP TECHNOLOGY INC
COM
595017104
676
15682
SH
SOLE
15222
0
460
MICROSOFT CORP
COM
594918104
572
11559
SH
OTR
11559
0
0
MICROSOFT CORP
COM
594918104
6099
137025
SH
SOLE
124883
0
12142
MONDELEZ INTL INC
CL A
609207105
37
890
SH
OTR
890
0
0
MONDELEZ INTL INC
CL A
609207105
1713
40902
SH
SOLE
35817
0
5085
MONSTER BEVERAGE CORP NEW
COM
61174X109
5
35
SH
OTR
35
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
355
2627
SH
SOLE
2627
0
0
NATIONAL HEALTH INVS INC
COM
63633D104
10
181
SH
OTR
181
0
0
NATIONAL HEALTH INVS INC
COM
63633D104
1216
21152
SH
SOLE
21152
0
0
NATIONAL HEALTHCARE CORP
COM
635906100
454
7450
SH
SOLE
7450
0
0
NATIONAL HEALTHCARE CORP
COM
635906209
249
16092
SH
SOLE
16092
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
42
1118
SH
OTR
1118
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
1356
36024
SH
SOLE
33248
0
2776
NETFLIX INC
COM
64110L106
8
75
SH
OTR
75
0
0
NETFLIX INC
COM
64110L106
810
7841
SH
SOLE
6780
0
1061
NEXTERA ENERGY INC
COM
65339F101
286
2928
SH
SOLE
2678
0
250
NIKE INC
CL B
654106103
18
145
SH
OTR
145
0
0
NIKE INC
CL B
654106103
1582
12864
SH
SOLE
9678
0
3186
NORFOLK SOUTHERN CORP
COM
655844108
256
3350
SH
SOLE
3350
0
0
NOVARTIS A G
SPONSORED ADR
66987v109
272
2985
SH
SOLE
2820
0
165
NOW INC
COM
67011P100
20
1348
SH
SOLE
812
0
536
ORACLE CORP
COM
68389X105
53
1457
SH
OTR
1457
0
0
ORACLE CORP
COM
68389X105
3118
86319
SH
SOLE
78569
0
7750
PNC FINL SVCS GROUP INC
COM
693475105
5
55
SH
OTR
55
0
0
PNC FINL SVCS GROUP INC
COM
693475105
239
2595
SH
SOLE
2465
0
130
PACWEST BANCORP DEL
COM
695263103
235
5490
SH
SOLE
5490
0
0
PALO ALTO NETWORKS INC
COM
697435105
270
1570
SH
SOLE
1570
0
0
PAREXEL INTL CORP
COM
699462107
266
4295
SH
SOLE
4295
0
0
PAYCHEX INC
COM
704326107
380
7968
SH
SOLE
7968
0
0
PAYCOM SOFTWARE INC
COM
70432V102
208
5785
SH
SOLE
5785
0
0
PAYPAL HLDGS INC
COM
70450Y103
36
1166
SH
OTR
1166
0
0
PAYPAL HLDGS INC
COM
70450Y103
945
30436
SH
SOLE
30436
0
0
PEPSICO INC
COM
713448108
1696
16516
SH
OTR
16516
0
0
PEPSICO INC
COM
713448108
3218
33925
SH
SOLE
32305
0
1620
PFIZER INC
COM
717081103
251
7284
SH
OTR
7284
0
0
PFIZER INC
COM
717081103
1654
51852
SH
SOLE
39218
0
12634
PHILIP MORRIS INTL INC
COM
718172109
18
200
SH
OTR
200
0
0
PHILIP MORRIS INTL INC
COM
718172109
797
9747
SH
SOLE
8462
0
1285
PINNACLE FINL PARTNERS INC
COM
72346Q104
368
6853
SH
SOLE
2593
0
4260
PINNACLE FINL PARTNERS INC
COM
72346Q104
11151
225491
SH
SOLE
29126
3805
192560
PLUM CREEK TIMBER CO INC
COM
729251108
28
720
SH
OTR
720
0
0
PLUM CREEK TIMBER CO INC
COM
729251108
723
18297
SH
SOLE
17923
0
374
PROCTER & GAMBLE CO
COM
742718109
216
2858
SH
OTR
2858
0
0
PROCTER & GAMBLE CO
COM
742718109
3229
44778
SH
SOLE
44456
0
322
PRUDENTIAL FINL INC
COM
744320102
58
758
SH
OTR
758
0
0
PRUDENTIAL FINL INC
COM
744320102
2146
27909
SH
SOLE
27495
0
414
PUBLIC STORAGE
COM
74460D109
267
1260
SH
SOLE
1260
0
0
QUALCOMM INC
COM
747525103
67
1238
SH
OTR
1238
0
0
QUALCOMM INC
COM
747525103
2959
55077
SH
SOLE
51304
0
3773
QUANTA SVCS INC
COM
74762E102
34
1400
SH
OTR
1400
0
0
QUANTA SVCS INC
COM
74762E102
2223
91797
SH
SOLE
82108
0
9689
REGENERON PHARMACEUTICALS
COM
75886F107
432
928
SH
SOLE
928
0
0
REGIONS FINL CORP NEW
COM
7591EP100
2329
258511
SH
SOLE
258511
0
0
ROSS STORES INC
COM
778296103
657
13555
SH
SOLE
13555
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
24
504
SH
OTR
504
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
903
19016
SH
SOLE
18670
0
346
SCANA CORP NEW
COM
80589M102
30
535
SH
OTR
535
0
0
SCANA CORP NEW
COM
80589M102
1068
18993
SH
SOLE
18605
0
388
SCHLUMBERGER LTD
COM
806857108
16
225
SH
OTR
225
0
0
SCHLUMBERGER LTD
COM
806857108
1380
19996
SH
SOLE
18873
0
1123
SEAGATE TECHNOLOGY PLC
SHS
G7945M107
51
1144
SH
OTR
1144
0
0
SEAGATE TECHNOLOGY PLC
SHS
G7945M107
1263
28188
SH
SOLE
27812
0
376
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
15
367
SH
OTR
367
0
0
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
241
6032
SH
SOLE
6032
0
0
SELECT SECTOR SPDR TR
SBI INT-ENERGY
81369Y506
497
8115
SH
SOLE
8115
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
15
300
SH
SOLE
300
0
0
SEMPRA ENERGY
COM
816851109
653
6750
SH
SOLE
6750
0
0
SERVICESOURCE INTL LLC
COM
81763U100
64
16000
SH
SOLE
16000
0
0
SHIRE PLC
SPONSORED ADR
82481R106
229
1115
SH
SOLE
1115
0
0
SIGMA ALDRICH CORP
COM
826552101
1166
8393
SH
SOLE
8393
0
0
SIGNATURE BK NEW YORK N Y
COM
82669G104
307
2230
SH
SOLE
2230
0
0
SKECHERS U S A INC
CL A
830566105
243
1810
SH
SOLE
1810
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
267
3165
SH
SOLE
3165
0
0
SNAP ON INC COM
COM
833034101
499
3305
SH
SOLE
3305
0
0
SOUTHERN CO
COM
842587107
65
1445
SH
OTR
1445
0
0
SOUTHERN CO
COM
842587107
1946
43528
SH
SOLE
43090
0
438
SOUTHWEST AIRLS CO
COM
844741108
485
12730
SH
SOLE
12730
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
0
5
SH
OTR
5
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
5633
29395
SH
SOLE
29395
0
0
SPDR SERIES TRUST
S&P 600 SMCP GRW
78464A201
23
134
SH
OTR
134
0
0
SPDR SERIES TRUST
S&P 600 SMCP GRW
78464A201
1262
7241
SH
SOLE
6374
0
867
SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
28
298
SH
OTR
298
0
0
SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
1418
15010
SH
SOLE
13684
0
1326
SPDR SERIES TRUST
DJ REIT ETF
78464A607
550
6385
SH
SOLE
6385
0
0
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
328
2020
SH
SOLE
2020
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1049
4215
SH
SOLE
4215
0
0
SPECTRA ENERGY PARTNERS LP
COM
847560109
361
13737
SH
SOLE
13437
0
300
STARBUCKS CORP
COM
855244109
11
200
SH
OTR
200
0
0
STARBUCKS CORP
COM
855244109
561
9866
SH
SOLE
9866
0
0
STERICYCLE INC
COM
858912108
210
1505
SH
SOLE
1505
0
0
SUN LIFE FINL INC
COM
866796105
223
6925
SH
SOLE
6925
0
0
SUNTRUST BKS INC
COM
867914103
1066
27872
SH
SOLE
27872
0
0
SYSCO CORP
COM
871829107
381
9788
SH
SOLE
9188
0
600
TARGET CORP
COM
87612E106
53
676
SH
OTR
676
0
0
TARGET CORP
COM
87612E106
1794
22804
SH
SOLE
21655
0
1149
TEXAS INSTRS INC
COM
882508104
497
9469
SH
SOLE
9469
0
0
TEXTAINER GROUP HOLDINGS LTD
SHS
G8766E109
22
1309
SH
OTR
1309
0
0
TEXTAINER GROUP HOLDINGS LTD
SHS
G8766E109
560
33980
SH
SOLE
33513
0
467
3M CO
COM
88579Y101
216
1521
SH
SOLE
1521
0
0
TJX COS INC NEW
COM
872540109
519
7262
SH
SOLE
7262
0
0
TRAVELERS COMPANIES INC
COM
89417E109
248
2491
SH
SOLE
2491
0
0
UBS AG JERSEY BRH
ALERIAN INFRST
902641646
253
9337
SH
SOLE
9337
0
0
UGI CORP NEW
COM
902681105
257
7380
SH
SOLE
7380
0
0
ULTA SALON COSMETCS & FRAG I
COM
90384S303
380
2329
SH
SOLE
2329
0
0
UNDER ARMOUR INC
CL A
904311107
18
184
SH
OTR
184
0
0
UNDER ARMOUR INC
CL A
904311107
1902
19643
SH
SOLE
16000
0
3643
UNION PAC CORP
COM
907818108
11
125
SH
OTR
125
0
0
UNION PAC CORP
COM
907818108
1664
18818
SH
SOLE
18818
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
241
2439
SH
SOLE
2139
0
300
UNITED TECHNOLOGIES CORP
COM
913017109
49
552
SH
OTR
552
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
2572
28898
SH
SOLE
27233
0
1665
UNITEDHEALTH GROUP INC
COM
91324P102
58
500
SH
OTR
500
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
4524
39003
SH
SOLE
35727
0
3276
UNIVERSAL INS HLDGS INC
COM
91359V107
226
7655
SH
SOLE
7655
0
0
V F CORP
COM
918204108
301
4415
SH
SOLE
0
0
4415
VALERO ENERGY CORP NEW
COM
91913Y100
14
233
SH
OTR
233
0
0
VALERO ENERGY CORP NEW
COM
91913Y100
396
6598
SH
SOLE
6372
0
226
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
256
3182
SH
SOLE
3182
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
621
17428
SH
SOLE
17428
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
119
3597
SH
OTR
3597
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1705
51533
SH
SOLE
51533
0
0
VANGUARD INDEX FDS
REIT ETF
922908553
212
2810
SH
SOLE
2810
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2
19
SH
OTR
19
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
734
7438
SH
SOLE
7438
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
274
5973
SH
OTR
5590
0
383
VERIZON COMMUNICATIONS INC
COM
92343V104
3244
74168
SH
SOLE
73177
0
991
VISA INC
COM CL A
92826C839
53
756
SH
OTR
756
0
0
VISA INC
COM CL A
92826C839
2843
40809
SH
SOLE
36950
0
3859
WAL-MART STORES INC
COM
931142103
396
6101
SH
SOLE
6101
0
0
WASTE MGMT INC DEL
COM
94106L109
28
568
SH
OTR
568
0
0
WASTE MGMT INC DEL
COM
94106L109
1045
20978
SH
SOLE
20545
0
433
WELLS FARGO & CO NEW
COM
949746101
99
1935
SH
OTR
1935
0
0
WELLS FARGO & CO NEW
COM
949746101
4287
83486
SH
SOLE
79034
0
4452
WHITEWAVE FOODS CO
COM
966244105
210
5225
SH
SOLE
5225
0
0
WHOLE FOODS MKT INC
COM
966837106
16
500
SH
OTR
500
0
0
WHOLE FOODS MKT INC
COM
966837106
520
16417
SH
SOLE
16417
0
0
WOLVERINE WORLD WIDE INC
COM
978097103
49
2261
SH
SOLE
0
0
2261
YUM BRANDS INC
COM
988498101
58
728
SH
OTR
728
0
0
YUM BRANDS INC
COM
988498101
2390
29886
SH
SOLE
27105
0
2781