0001140361-16-074271.txt : 20160802
0001140361-16-074271.hdr.sgml : 20160802
20160802105943
ACCESSION NUMBER: 0001140361-16-074271
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160630
FILED AS OF DATE: 20160802
DATE AS OF CHANGE: 20160802
EFFECTIVENESS DATE: 20160802
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: 161799393
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
06-30-2016
06-30-2016
PINNACLE FINANCIAL PARTNERS INC
150 THIRD AVENUE SOUTH
SUITE 900
NASHVILLE
TN
37201
13F HOLDINGS REPORT
028-12761
N
Harold R. Carpenter
CFO
615-744-3700
Harold R. Carpenter
Nashville
TN
08-02-2016
0
413
435073
false
INFORMATION TABLE
2
form13fInfoTable.xml
ABBOTT LABS
COM
002824100
766
18189
SH
DFND
17623
0
566
ABBVIE INC
COM
00287Y109
111
1758
SH
OTR
1758
0
0
ABBVIE INC
COM
00287Y109
4528
71566
SH
DFND
69553
0
2013
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
433
3759
SH
DFND
2422
0
1337
ACUITY BRANDS INC
COM
00508Y102
334
1260
SH
DFND
1225
0
35
AFLAC INC
COM
001055102
15
200
SH
OTR
200
0
0
AFLAC INC
COM
001055102
265
3608
SH
DFND
3608
0
0
ALPS ETF TR
ALERIAN MLP
00162Q866
64
4935
SH
OTR
4935
0
0
ALPS ETF TR
ALERIAN MLP
00162Q866
2880
224059
SH
DFND
216496
0
7563
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
4
50
SH
OTR
50
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
197
2427
SH
DFND
2030
0
397
ALLERGAN PLC
SHS
G0177J108
11
46
SH
OTR
46
0
0
ALLERGAN PLC
SHS
G0177J108
1299
5505
SH
DFND
4214
0
1291
ALPHABET INC
CAP STK CL C
02079K107
8
11
SH
OTR
11
0
0
ALPHABET INC
CAP STK CL C
02079K107
2247
3161
SH
DFND
2649
0
512
ALPHABET INC
CAP STK CL A
02079K305
97
132
SH
OTR
132
0
0
ALPHABET INC
CAP STK CL A
02079K305
5472
7520
SH
DFND
6704
0
816
ALTRIA GROUP INC
COM
02209S103
72
1041
SH
OTR
1041
0
0
ALTRIA GROUP INC
COM
02209S103
3046
43894
SH
DFND
41097
0
2797
AMAZON COM INC
COM
023135106
160
217
SH
OTR
217
0
0
AMAZON COM INC
COM
023135106
8885
12158
SH
DFND
10854
0
1304
AMEREN CORP
COM
023608102
420
7993
SH
DFND
7800
0
193
AMERICAN EAGLE OUTFITTERS NE
COM
02553E106
186
10925
SH
DFND
10925
0
0
AMERICAN ELEC PWR INC
COM
025537101
53
764
SH
OTR
764
0
0
AMERICAN ELEC PWR INC
COM
025537101
1626
23326
SH
DFND
22272
0
1054
AMERICAN EXPRESS CO
COM
025816109
65
1013
SH
OTR
1013
0
0
AMERICAN EXPRESS CO
COM
025816109
2981
47381
SH
DFND
41079
0
6302
AMERICAN TOWER CORP NEW
COM
03027X100
38
323
SH
OTR
323
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
4309
37269
SH
DFND
31536
0
5733
AMETEK INC NEW
COM
031100100
524
11000
SH
DFND
11000
0
0
AMGEN INC
COM
031162100
51
312
SH
OTR
312
0
0
AMGEN INC
COM
031162100
4639
29013
SH
DFND
25062
0
3951
AMN HEALTHCARE SERVICES INC
COM
001744101
277
6405
SH
DFND
6405
0
0
AMSURG CORP
COM
03232P405
227
2887
SH
DFND
2805
0
82
APACHE CORP
COM
037411105
18
325
SH
DFND
325
0
0
APARTMENT INVT & MGMT CO
CL A
03748R101
16
363
SH
DFND
363
0
0
APPLE INC
COM
037833100
209
2112
SH
OTR
2112
0
0
APPLE INC
COM
037833100
9153
93323
SH
DFND
83691
0
9632
ASHLAND INC NEW
COM
044209104
3
24
SH
DFND
24
0
0
ASTRAZENECA PLC
SPONSORED ADR
046353108
33
1100
SH
OTR
1100
0
0
ASTRAZENECA PLC
SPOMSORED ADR
046353108
169
5597
SH
DFND
5266
0
331
AT&T INC
COM
00206R102
412
9610
SH
OTR
9610
0
0
AT&T INC
COM
00206R102
5723
133339
SH
DFND
121832
0
11507
ATMOS ENERGY CORP
COM
049560105
1265
15796
SH
DFND
15796
0
0
AVALONBAY CMNTYS INC
COM
053484101
18
100
SH
OTR
100
0
0
AVALONBAY CMNTYS INC
COM
053484101
251
1370
SH
DFND
1370
0
0
BANK MONTREAL QUE
COM
063671101
45
692
SH
OTR
692
0
0
BANK MONTREAL QUE
COM
063671101
1144
17522
SH
DFND
17100
0
422
BARCLAYS BANK PLC
SP ADR 7.1%PF3
06739H776
208
8000
SH
DFND
8000
0
0
BAXTER INTL INC
COM
071813109
1
0
SH
DFND
0
0
0
BECTON DICKINSON & CO
COM
075887109
7
40
SH
DFND
40
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
219
1
SH
DFND
1
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
689
4733
SH
DFND
3372
0
1361
BLACKROCK INC
COM
09247X101
381
1069
SH
DFND
972
0
97
BOEING CO
COM
097023105
14
103
SH
OTR
103
0
0
BOEING CO
COM
097023105
890
6725
SH
DFND
6604
0
121
BP PLC
SPONSORED ADR
055622104
53
1461
SH
OTR
1461
0
0
BP PLC
SPONSORED ADR
055622104
1295
35464
SH
DFND
33901
0
1563
BRISTOL MYERS SQUIBB CO
COM
110122108
1886
24815
SH
DFND
23902
0
913
BROADCOM LTD
SHS
Y09827109
455
2826
SH
DFND
2740
0
86
BROOKFIELD HIGH INCOME FD IN
COM
11272P102
1
135
SH
DFND
135
0
0
CA INC
COM
12673P105
17
496
SH
OTR
496
0
0
CA INC
COM
12673P105
534
15703
SH
DFND
15329
0
374
CALAMOS CONV OPP AND INC FD
SH BEN INT
128117108
211
21500
SH
DFND
21500
0
0
CALERES INC
COM
129500104
60
2476
SH
DFND
0
0
2476
CAMBREX CORP
COM
132011107
256
4430
SH
DFND
4430
0
0
CAPITAL ONE FINL CORP
COM
14040H105
57
832
SH
OTR
832
0
0
CAPITAL ONE FINL CORP
COM
14040H105
2894
43404
SH
DFND
37375
0
6029
CARDINAL HEALTH INC
COM
14149Y108
7
87
SH
OTR
87
0
0
CARDINAL HEALTH INC
COM
14149Y108
1375
17015
SH
DFND
14016
0
2999
CATERPILLAR INC DEL
COM
149123101
22
275
SH
OTR
275
0
0
CATERPILLAR INC DEL
COM
149123101
284
3515
SH
DFND
3515
0
0
CDN IMPERIAL BK COMM TORONTO
COM
136069101
22
284
SH
OTR
284
0
0
CDN IMPERIAL BK COMM TORONTO
COM
136069101
1001
13159
SH
DFND
12809
0
350
CELGENE CORP
COM
151020104
273
2654
SH
DFND
2399
0
255
CHEVRON CORP NEW
COM
166764100
93
868
SH
OTR
868
0
0
CHEVRON CORP NEW
COM
166764100
4817
45148
SH
DFND
41351
0
3797
CHUBB LTD
COM
H1467J104
34
259
SH
OTR
259
0
0
CHUBB LTD
COM
H1467J104
1344
10331
SH
DFND
8135
0
2196
CISCO SYS INC
COM
17275R102
1320
44258
SH
DFND
42143
0
2115
CITIGROUP INC
COM NEW
172967424
13
291
SH
OTR
291
0
0
CITIGROUP INC
COM NEW
172967424
1802
41649
SH
DFND
31763
0
9886
COCA COLA CO
COM
191216100
56
1238
SH
OTR
1238
0
0
COCA COLA CO
COM
191216100
4235
92846
SH
DFND
84273
0
8573
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
212
3672
SH
DFND
3560
0
112
COLGATE PALMOLIVE CO
COM
194162103
22
300
SH
OTR
300
0
0
COLGATE PALMOLIVE CO
COM
194162103
513
6861
SH
DFND
6861
0
0
COMCAST CORP NEW
CL A
20030N101
586
8755
SH
DFND
8003
0
752
CONOCOPHILLIPS
COM
20825C104
22
512
SH
OTR
512
0
0
CONOCOPHILLIPS
COM
20825C104
2079
48189
SH
DFND
40603
0
7586
CONSOLIDATED EDISON INC
COM
209115104
24
300
SH
DFND
0
0
300
CORESITE RLTY CORP
COM
21870Q105
325
3865
SH
DFND
3865
0
0
COSTCO WHSL CORP NEW
COM
22160K105
61
365
SH
OTR
365
0
0
COSTCO WHSL CORP NEW
COM
22160K105
2075
12693
SH
DFND
10868
0
1825
CRACKER BARREL OLD CTRY STOR
COM
22410J106
1438
9343
SH
DFND
9343
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
224
2242
SH
DFND
2020
0
222
CSX CORP
COM
126408103
1176
41236
SH
DFND
41236
0
0
CVS HEALTH CORP
COM
126650100
31
319
SH
OTR
319
0
0
CVS HEALTH CORP
COM
126650100
3897
40309
SH
DFND
34658
0
5651
D R HORTON INC
COM
23331A109
382
11294
SH
DFND
10930
0
364
DANAHER CORP DEL
COM
235851102
7
81
SH
OTR
81
0
0
DANAHER CORP DEL
COM
235851102
1107
12382
SH
DFND
10031
0
2351
DECKERS OUTDOOR CORP
COM
243537107
64
1109
SH
DFND
0
0
1109
DEERE & CO
COM
244199105
42
506
SH
OTR
506
0
0
DEERE & CO
COM
244199105
1036
12551
SH
DFND
10974
0
1577
DIGITAL RLTY TR INC
COM
253868103
787
7390
SH
DFND
7270
0
120
DISNEY WALT CO
COM DISNEY
254687106
59
593
SH
OTR
593
0
0
DISNEY WALT CO
COM DISNEY
254687106
4031
40633
SH
DFND
34827
0
5806
DOMINION RES INC VA NEW
COM
25746U109
26
334
SH
OTR
334
0
0
DOMINION RES INC VA NEW
COM
25746U109
1585
20432
SH
DFND
19150
0
1282
DOMINOS PIZZA INC
COM
25754A201
211
1555
SH
DFND
1555
0
0
DOUBLELINE OPPORTUNISTIC CR
COM
258623107
10
378
SH
DFND
0
0
378
DOW CHEM CO
COM
260543103
299
5747
SH
DFND
5259
0
488
DR PEPPER SNAPPLE GROUP INC
COM
26138E109
34
353
SH
OTR
353
0
0
DR PEPPER SNAPPLE GROUP INC
COM
26138E109
2745
28340
SH
DFND
23738
0
4602
DU PONT E I DE NEMOURS & CO
COM
263534109
26
384
SH
OTR
384
0
0
DU PONT E I DE NEMOURS & CO
COM
263534109
1196
17871
SH
DFND
17411
0
460
DUKE ENERGY CORP NEW
COM NEW
26441C204
83
973
SH
OTR
973
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
2348
27632
SH
DFND
26039
0
1593
DYCOM INDS INC
COM
267475101
259
2730
SH
DFND
2730
0
0
E M C CORP MASS
COM
268648102
48
1729
SH
OTR
1729
0
0
E M C CORP MASS
COM
268648102
2949
107610
SH
DFND
93014
0
14596
EATON CORP PLC
SHS
G29183103
31
490
SH
OTR
490
0
0
EATON CORP PLC
SHS
G29183103
1524
23991
SH
DFND
23129
0
862
ECOLAB INC
COM
278865100
22
182
SH
OTR
182
0
0
ECOLAB INC
COM
278865100
1239
10334
SH
DFND
8454
0
1880
ELLIE MAE INC
COM
28849P100
223
2320
SH
DFND
2320
0
0
EMERSON ELEC CO
COM
291011104
30
534
SH
OTR
534
0
0
EMERSON ELEC CO
COM
291011104
1787
32538
SH
DFND
27719
0
4819
ENBRIDGE INC
COM
29250N105
213
5104
SH
DFND
4690
0
414
ENSCO PLC
SHS CLASS A
G3157S106
9
845
SH
OTR
845
0
0
ENSCO PLC
SHS CLASS A
G3157S106
664
66300
SH
DFND
50296
0
16004
EPAM SYS INC
COM
29414B104
293
4270
SH
DFND
4270
0
0
EPR PPTYS
COM SH BEN INT
26884U109
617
7610
SH
DFND
7610
0
0
EQUIFAX INC
COM
294429105
233
1739
SH
DFND
1739
0
0
EVERSOURCE ENERGY
COM
30040W108
324
5593
SH
DFND
5593
0
0
EXPEDITORS INTL WASH INC
COM
302130109
365
7300
SH
DFND
7300
0
0
EXPRESS SCRIPTS HLDG CO
COM
30219G108
16
200
SH
OTR
200
0
0
EXPRESS SCRIPTS HLDG CO
COM
30219G108
499
6289
SH
DFND
6108
0
181
EXXON MOBIL CORP
COM
30231G102
41
426
SH
OTR
426
0
0
EXXON MOBIL CORP
COM
30231G102
9323
98118
SH
DFND
91502
0
6616
FACEBOOK INC
CL A
30303M102
635
5441
SH
DFND
4765
0
676
FIRSTENERGY CORP
COM
337932107
1
13
SH
DFND
13
0
0
FLUOR CORP NEW
COM
343412102
25
475
SH
OTR
475
0
0
FLUOR CORP NEW
COM
343412102
1617
31443
SH
DFND
26673
0
4770
FORD MTR CO DEL
COM PAR $0.01
345370860
4
300
SH
OTR
300
0
0
FORD MTR CO DEL
COM PAR $0.01
345370860
314
23163
SH
DFND
21629
0
1534
FRANKLIN FINL NETWORK INC
COM
35352P104
33
1064
SH
DFND
0
0
1064
FRONTIER COMMUNICATIONS CORP
COM
35906A108
1
116
SH
DFND
55
0
61
GARMIN LTD
SHS
H2906T109
22
480
SH
OTR
480
0
0
GARMIN LTD
SHS
H2906T109
188
4168
SH
DFND
4168
0
0
GARTNER INC
COM
366651107
291
2955
SH
DFND
2955
0
0
GENERAL ELECTRIC CO
COM
369604103
127
3868
SH
OTR
3868
0
0
GENERAL ELECTRIC CO
COM
369604103
7943
243023
SH
DFND
223765
0
19258
GENERAL MILLS INC
COM
370334104
274
3806
SH
DFND
3397
0
409
GENUINE PARTS CO
COM
372460105
82
793
SH
OTR
793
0
0
GENUINE PARTS CO
COM
372460105
1968
19133
SH
DFND
18811
0
322
GILEAD SCIENCES INC
COM
375558103
54
624
SH
OTR
624
0
0
GILEAD SCIENCES INC
COM
375558103
3808
44549
SH
DFND
37221
0
7328
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
315
3793
SH
DFND
3793
0
0
HALLIBURTON CO
COM
406216101
36
798
SH
OTR
798
0
0
HALLIBURTON CO
COM
406216101
1619
35643
SH
DFND
28266
0
7377
HANESBRANDS INC
COM
410345102
1
26
SH
DFND
26
0
0
HASBRO INC
COM
418056107
254
2975
SH
DFND
2905
0
70
HCA HOLDINGS INC
COM
40412C101
36
462
SH
OTR
462
0
0
HCA HOLDINGS INC
COM
40412C101
5497
70296
SH
DFND
60886
0
9410
HEALTHSTREAM INC
COM
42222N103
2233
83181
SH
DFND
83181
0
0
HOME DEPOT INC
COM
437076102
17
128
SH
OTR
128
0
0
HOME DEPOT INC
COM
437076102
1425
10573
SH
DFND
10269
0
304
HONEYWELL INTL INC
COM
438516106
87
728
SH
OTR
728
0
0
HONEYWELL INTL INC
COM
438516106
5022
42400
SH
DFND
36844
0
5556
HORMEL FOODS CORP
COM
440452100
712
19628
SH
DFND
19628
0
0
IBM CORP
COM
459200101
23
144
SH
OTR
144
0
0
IBM CORP
COM
459200101
2184
13666
SH
DFND
13451
0
215
INTEL CORP
COM
458140100
152
4335
SH
OTR
4335
0
0
INTEL CORP
COM
458140100
5619
161681
SH
DFND
149257
0
12424
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
246
935
SH
DFND
935
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
21
136
SH
DFND
71
0
65
INTL PAPER CO
COM
460146103
13
289
SH
OTR
289
0
0
INTL PAPER CO
COM
460146103
815
17920
SH
DFND
17745
0
175
ISHARES
MSCI BRZ CAP ETF
464286400
10
334
SH
DFND
261
0
73
ISHARES TR
SELECT DIVID ETF
464287168
90
1032
SH
OTR
1032
0
0
ISHARES TR
SELECT DIVID ETF
464287168
4422
50693
SH
DFND
50693
0
0
ISHARES TR
CORE S&P500 ETF
464287200
138
637
SH
OTR
637
0
0
ISHARES TR
CORE S&P500 ETF
464287200
655
3016
SH
DFND
3016
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
9
250
SH
OTR
250
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
1412
39576
SH
DFND
39126
0
450
ISHARES TR
S&P 500 GRWT ETF
464287309
947
7873
SH
DFND
7584
0
289
ISHARES TR
S&P 500 VAL ETF
464287408
939
9848
SH
DFND
9210
0
638
ISHARES TR
MSCI EAFE ETF
464287465
446
7822
SH
OTR
7822
0
0
ISHARES TR
MSCI EAFE ETF
464287465
6947
122272
SH
DFND
120175
0
2097
ISHARES TR
RUS MDCP VAL ETF
464287473
48
632
SH
OTR
632
0
0
ISHARES TR
RUS MDCP VAL ETF
464287473
323
4242
SH
DFND
4242
0
0
ISHARES TR
RUS MD CP GR ETF
464287481
59
615
SH
OTR
615
0
0
ISHARES TR
RUS MD CP GR ETF
464287481
897
9304
SH
DFND
9304
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
202
1309
SH
OTR
1309
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
3438
22334
SH
DFND
22334
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
309
2932
SH
DFND
2537
0
395
ISHARES TR
S&P MC 400GR ETF
464287606
888
5095
SH
DFND
5095
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1838
17798
SH
DFND
16018
0
1780
ISHARES TR
RUS 2000 VAL ETF
464287630
1222
12394
SH
DFND
6618
0
5776
ISHARES TR
RUS 2000 GRW ETF
464287648
193
1408
SH
DFND
1408
0
0
ISHARES TR
S&P MC 400VL ETF
464287705
60
454
SH
OTR
454
0
0
ISHARES TR
S&P MC 400VL ETF
464287705
1320
9987
SH
DFND
9987
0
0
ISHARES TR
U.S. REAL ES ETF
464287739
86
1025
SH
OTR
1025
0
0
ISHARES TR
U.S. REAL ES ETF
464287739
2020
24248
SH
DFND
21720
0
2528
ISHARES TR
CORE S&P SCP ETF
464287804
283
2326
SH
OTR
2326
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
5240
43109
SH
DFND
42851
0
258
ISHARES TR
SP SMCP600VL ETF
464287879
51
418
SH
OTR
418
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
2928
24085
SH
DFND
24085
0
0
ISHARES TR
SP SMCP600GR ETF
464287887
82
611
SH
OTR
611
0
0
ISHARES TR
SP SMCP600GR ETF
464287887
4894
36743
SH
DFND
33270
0
3473
ISHARES TR
U.S. PFD STK ETF
464288687
714
17824
SH
DFND
17824
0
0
ISHARES TR
US REGNL BKS ETF
464288778
13
399
SH
OTR
399
0
0
ISHARES TR
US REGNL BKS ETF
464288778
1555
46928
SH
DFND
38352
0
8576
ISHARES TR
EAFE VALUE ETF
464288877
116
2639
SH
OTR
2639
0
0
ISHARES TR
EAFE VALUE ETF
464288877
1893
42958
SH
DFND
42958
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
68
1016
SH
OTR
1016
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
1820
27382
SH
DFND
27186
0
196
ISHARES S&P GSCI COMMODITY I
UNIT BEN INT
46428R107
239
15982
SH
DFND
15982
0
0
ISHARES TR
CORE MSCI PAC
46434V696
253
5234
SH
DFND
5234
0
0
JOHNSON & JOHNSON
COM
478160104
12
100
SH
OTR
100
0
0
JOHNSON & JOHNSON
COM
478160104
5934
48255
SH
DFND
46016
0
2239
JPMORGAN CHASE & CO
COM
46625H100
116
1812
SH
OTR
1812
0
0
JPMORGAN CHASE & CO
COM
46625H100
5730
89745
SH
DFND
82790
0
6955
KELLOGG CO
COM
487836108
229
2664
SH
DFND
2664
0
0
KIMBERLY CLARK CORP
COM
494368103
37
275
SH
OTR
275
0
0
KIMBERLY CLARK CORP
COM
494368103
573
4208
SH
DFND
3281
0
927
KOHLS CORP
COM
500255104
16
413
SH
OTR
413
0
0
KOHLS CORP
COM
500255104
1178
30546
SH
DFND
29921
0
625
KRAFT HEINZ CO
COM
500754106
113
1272
SH
OTR
1272
0
0
KRAFT HEINZ CO
COM
500754106
4898
55178
SH
DFND
49965
0
5213
LAM RESEARCH CORP
COM
512807108
370
4176
SH
DFND
4035
0
141
LAUDER ESTEE COS INC
CL A
518439104
366
3880
SH
DFND
3880
0
0
LIGAND PHARMACEUTICALS INC
COM NEW
53220K504
205
1630
SH
DFND
1630
0
0
LILLY ELI & CO
COM
532457108
48
599
SH
OTR
599
0
0
LILLY ELI & CO
COM
532457108
2034
25378
SH
DFND
25156
0
222
LINCOLN NATL CORP IND
COM
534187109
364
8530
SH
DFND
8530
0
0
LOCKHEED MARTIN CORP
COM
539830109
57
220
SH
OTR
220
0
0
LOCKHEED MARTIN CORP
COM
539830109
1960
7648
SH
DFND
7457
0
191
LULULEMON ATHLETICA INC
COM
550021109
267
3614
SH
DFND
0
0
3614
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
253
3250
SH
DFND
3127
0
123
MAIDEN HOLDINGS LTD
SHS
G5753U112
199
15645
SH
DFND
15645
0
0
MANHATTAN ASSOCS INC
COM
562750109
250
3945
SH
DFND
3945
0
0
MARATHON PETE CORP
COM
56585A102
1
11
SH
DFND
11
0
0
MASTERCARD INC
CL A
57636Q104
641
7035
SH
DFND
6858
0
177
MCDONALDS CORP
COM
580135101
38
311
SH
OTR
311
0
0
MCDONALDS CORP
COM
580135101
2113
17110
SH
DFND
15657
0
1453
MCKESSON CORP
COM
58155Q103
219
1110
SH
DFND
985
0
125
MEDTRONIC PLC
SHS
G5960L103
21
234
SH
OTR
234
0
0
MEDTRONIC PLC
SHS
G5960L103
2871
32734
SH
DFND
25707
0
7027
MERCK & CO INC
COM
58933Y105
1542
25860
SH
DFND
23240
0
2620
MICROCHIP TECHNOLOGY INC
COM
595017104
35
653
SH
OTR
653
0
0
MICROCHIP TECHNOLOGY INC
COM
595017104
1403
26231
SH
DFND
25168
0
1063
MICROSOFT CORP
COM
594918104
199
3710
SH
OTR
3710
0
0
MICROSOFT CORP
COM
594918104
9309
175494
SH
DFND
152652
0
22842
MONDELEZ INTL INC
CL A
609207105
59
1290
SH
OTR
1290
0
0
MONDELEZ INTL INC
CL A
609207105
2605
57337
SH
DFND
47513
0
9824
MONSTER BEVERAGE CORP NEW
COM
61174X109
22
135
SH
OTR
135
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
1160
7192
SH
DFND
5928
0
1264
NATIONAL HEALTH INVS INC
COM
63633D104
14
181
SH
OTR
181
0
0
NATIONAL HEALTH INVS INC
COM
63633D104
2097
27262
SH
DFND
27262
0
0
NATIONAL HEALTHCARE CORP
COM
635906100
652
9853
SH
DFND
9853
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
31
918
SH
OTR
918
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
1082
32113
SH
DFND
24874
0
7239
NETEASE INC
SPONSORED ADR
64110W102
393
2015
SH
DFND
2015
0
0
NETFLIX INC
COM
64110L106
44
448
SH
OTR
448
0
0
NETFLIX INC
COM
64110L106
2274
23470
SH
DFND
21107
0
2363
NEWELL BRANDS INC
COM
651229106
20
408
SH
OTR
408
0
0
NEWELL BRANDS INC
COM
651229106
206
4234
SH
DFND
4185
0
49
NEXTERA ENERGY INC
COM
65339F101
526
4125
SH
DFND
3795
0
330
NIKE INC
CL B
654106103
16
274
SH
OTR
274
0
0
NIKE INC
CL B
654106103
1534
26869
SH
DFND
18794
0
8075
NORDSTROM INC
COM
655664100
6
148
SH
OTR
148
0
0
NORDSTROM INC
COM
655664100
416
10246
SH
DFND
9722
0
524
NORFOLK SOUTHERN CORP
COM
655844108
415
4540
SH
DFND
4540
0
0
NORTHROP GRUMMAN CORP
COM
666807102
251
1134
SH
DFND
1071
0
63
NOVARTIS AG
SPONSORED ADR
66987V109
414
5071
SH
DFND
3920
0
1151
NOVO-NORDISK A S
ADR
670100205
227
4110
SH
DFND
3990
0
120
NVR INC
COM
62944T105
203
115
SH
DFND
115
0
0
OMEGA HEALTHCARE INVS INC
COM
681936100
390
11590
SH
DFND
11590
0
0
ORACLE CORP
COM
68389X105
84
2007
SH
OTR
2007
0
0
ORACLE CORP
COM
68389X105
4513
108716
SH
DFND
93533
0
15183
PAYCHEX INC
COM
704326107
383
6288
SH
DFND
6288
0
0
PAYCOM SOFTWARE INC
COM
70432V102
231
5008
SH
DFND
4830
0
178
PAYPAL HLDGS INC
COM
70450Y103
58
1491
SH
OTR
1491
0
0
PAYPAL HLDGS INC
COM
70450Y103
2404
62553
SH
DFND
55747
0
6806
PEPSICO INC
COM
713448108
16
147
SH
OTR
147
0
0
PEPSICO INC
COM
713448108
5525
50382
SH
DFND
47737
0
2645
PFIZER INC
COM
717081103
44
1193
SH
OTR
1193
0
0
PFIZER INC
COM
717081103
3172
86419
SH
DFND
70919
0
15500
PHILIP MORRIS INTL INC
COM
718172109
1026
9902
SH
DFND
7841
0
2061
PHILLIPS 66
COM
718546104
21
268
SH
DFND
268
0
0
PHYSICIANS RLTY TR
COM
71943U104
215
10310
SH
DFND
10310
0
0
PIEDMONT NAT GAS INC
COM
720186105
19
313
SH
DFND
73
0
240
PINNACLE FINL PARTNERS INC
COM
72346Q104
13354
247243
SH
DFND
8216
0
239027
PROCTER & GAMBLE CO
COM
742718109
95
1105
SH
OTR
1105
0
0
PROCTER & GAMBLE CO
COM
742718109
5047
58691
SH
DFND
56871
0
1820
PRUDENTIAL FINL INC
COM
744320102
63
833
SH
OTR
833
0
0
PRUDENTIAL FINL INC
COM
744320102
1969
26230
SH
DFND
25806
0
424
PUBLIC STORAGE
COM
74460D109
577
2290
SH
DFND
2290
0
0
QUALCOMM INC
COM
747525103
76
1388
SH
OTR
1388
0
0
QUALCOMM INC
COM
747525103
3752
68931
SH
DFND
60700
0
8231
QUANTA SVCS INC
COM
74762E102
382
15000
SH
DFND
15000
0
0
REGIONS FINL CORP NEW
COM
7591EP100
1215
133150
SH
DFND
133150
0
0
REYNOLDS AMERICA INC
COM
761713106
917
17447
SH
DFND
16462
0
985
ROSS STORES INC
COM
778296103
746
12812
SH
DFND
12812
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
18
307
SH
OTR
307
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
1526
26800
SH
DFND
26304
0
496
SCANA CORP NEW
COM
80589M102
54
740
SH
OTR
740
0
0
SCANA CORP NEW
COM
80589M102
1810
24557
SH
DFND
23947
0
610
SCHLUMBERGER LTD
COM
806857108
34
425
SH
OTR
425
0
0
SCHLUMBERGER LTD
COM
806857108
2058
25960
SH
DFND
23153
0
2807
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
254
3423
SH
DFND
3423
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
217
3891
SH
DFND
3891
0
0
SELECT SECTOR SPDR TR
SBI INT-ENERGY
81369Y506
38
552
SH
OTR
552
0
0
SELECT SECTOR SPDR TR
SBI INT-ENERGY
81369Y506
1139
16501
SH
DFND
13611
0
2890
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
23
975
SH
OTR
975
0
0
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
580
24653
SH
DFND
24183
0
470
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
13
286
SH
OTR
286
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
197
4376
SH
DFND
4376
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
6
118
SH
OTR
118
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
634
12189
SH
DFND
12189
0
0
SEMPRA ENERGY
COM
816851109
757
6705
SH
DFND
6705
0
0
SERVICESOURCE INTL INC
COM
81763U100
149
34000
SH
DFND
34000
0
0
SHIRE PLC
SPONSORED ADR
82481R106
2
13
SH
OTR
13
0
0
SHIRE PLC
SPONSORED ADR
82481R106
354
1879
SH
DFND
1487
0
392
SIGNATURE BK NEW YORK N Y
COM
82669G104
320
2451
SH
DFND
2380
0
71
SNAP ON INC
COM
833034101
494
3042
SH
DFND
3042
0
0
SOUTHERN CO
COM
842587107
92
1721
SH
OTR
1721
0
0
SOUTHERN CO
COM
842587107
2840
52955
SH
DFND
51094
0
1861
SOUTHWEST AIRLS CO
COM
844741108
505
11725
SH
DFND
11725
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
0
4
SH
OTR
4
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
10868
50447
SH
DFND
46800
0
3647
SPDR GOLD TRUST
GOLD SHS
78463V107
16
123
SH
OTR
123
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
416
3283
SH
DFND
3283
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
1446
7970
SH
DFND
6790
0
1180
SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
31
298
SH
OTR
298
0
0
SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
2355
22943
SH
DFND
20513
0
2430
SPDR SERIES TRUST
DJ REIT ETF
78464A607
646
6385
SH
DFND
6385
0
0
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
315
3664
SH
DFND
3364
0
300
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
364
1970
SH
DFND
1970
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1007
3593
SH
DFND
3370
0
223
SPECTRA ENERGY PARTNERS LP
COM
847560109
438
11810
SH
DFND
11221
0
589
STARBUCKS CORP
COM
855244109
11
200
SH
OTR
200
0
0
STARBUCKS CORP
COM
855244109
611
10650
SH
DFND
10060
0
590
SUNTRUST BKS INC
COM
867914103
988
22705
SH
DFND
22465
0
240
SYSCO CORP
COM
871829107
657
12632
SH
DFND
11757
0
875
TARGET CORP
COM
87612E106
65
894
SH
OTR
894
0
0
TARGET CORP
COM
87612E106
2680
36932
SH
DFND
33872
0
3060
TEXAS INSTRS INC
COM
882508104
558
8610
SH
DFND
8225
0
385
TEXAS ROADHOUSE INC
COM
882681109
211
4529
SH
DFND
4410
0
119
3M CO
COM
88579Y101
587
3236
SH
DFND
3194
0
42
TJX COS INC NEW
COM
872540109
7
94
SH
OTR
94
0
0
TJX COS INC NEW
COM
872540109
1664
21432
SH
DFND
18588
0
2844
TORONTO DOMINION BK ONT
COM NEW
891160509
295
6740
SH
DFND
5590
0
1150
TRACTOR SUPPLY CO
COM
892356106
269
2923
SH
DFND
2815
0
108
TRAVELERS COMPANIES INC
COM
89417E109
315
2655
SH
DFND
2561
0
94
UGI CORP NEW
COM
902681105
249
5530
SH
DFND
5530
0
0
ULTA SALON COSMETCS & FRAG I
COM
90384S303
539
2107
SH
DFND
1999
0
108
UNDER ARMOUR INC
CL A
904311107
39
941
SH
OTR
941
0
0
UNDER ARMOUR INC
CL A
904311107
1558
37744
SH
DFND
31548
0
6196
UNDER ARMOUR INC
CL C
904311206
3
84
SH
OTR
84
0
0
UNDER ARMOUR INC
CL C
904311206
652
17698
SH
DFND
12674
0
5024
UNION PAC CORP
COM
907818108
2042
21731
SH
DFND
21317
0
414
UNITED PARCEL SERVICE
CL B
911312106
306
2759
SH
DFND
1595
0
1164
UNITED TECHNOLOGIES CORP
COM
913017109
61
577
SH
OTR
577
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
3720
35488
SH
DFND
31981
0
3507
UNITEDHEALTH GROUP INC
COM
91324P102
88
625
SH
OTR
625
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
5897
41736
SH
DFND
35713
0
6023
US BANCORP DEL
COM NEW
902973304
7
173
SH
OTR
173
0
0
US BANCORP DEL
COM NEW
902973304
1057
25664
SH
DFND
19586
0
6078
V F CORP
COM
918204108
331
5386
SH
DFND
0
0
5386
VALERO ENERGY CORP NEW
COM
91913Y100
20
392
SH
OTR
392
0
0
VALERO ENERGY CORP NEW
COM
91913Y100
727
14529
SH
DFND
14219
0
310
VANGUARD ADMIRAL FDS INC
SMLCP 600 GRTH
921932794
460
4000
SH
DFND
4000
0
0
VANGUARD ADMIRAL FDS INC
SMLLCP 600 IDX
921932828
139
1324
SH
DFND
1324
0
0
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
776
8859
SH
DFND
7069
0
1790
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
417
5156
SH
DFND
5156
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
3779
105478
SH
DFND
91570
0
13908
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
3
38
SH
OTR
38
0
0
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
918
12511
SH
DFND
12511
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
158
4327
SH
OTR
4327
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
4395
121910
SH
DFND
109220
0
12690
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
205
1036
SH
DFND
1036
0
0
VANGUARD INDEX FDS
REIT ETF
922908553
1226
13610
SH
DFND
13595
0
15
VANGUARD INDEX FDS
MID CAP ETF
922908629
243
1900
SH
DFND
1885
0
15
VANGUARD INDEX FDS
GROWTH ETF
922908736
1259
11365
SH
DFND
11365
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
832
7529
SH
DFND
7529
0
0
VCA INC
COM
918194101
214
3150
SH
DFND
3150
0
0
VENTAS INC
COM
92276F100
337
4682
SH
DFND
3822
0
860
VERIZON COMMUNICATIONS INC
COM
92343V104
78
1402
SH
OTR
1402
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
5239
93817
SH
DFND
88225
0
5592
VISA INC
COM CL A
92826C839
85
1081
SH
OTR
1081
0
0
VISA INC
COM CL A
92826C839
4182
54287
SH
DFND
46358
0
7929
VULCAN MATLS CO
COM
929160109
563
4515
SH
DFND
4515
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
356
4310
SH
DFND
4230
0
80
WAL-MART STORES INC
COM
931142103
764
10364
SH
DFND
9836
0
528
WASTE MGMT INC DEL
COM
94106L109
55
820
SH
OTR
820
0
0
WASTE MGMT INC DEL
COM
94106L109
1572
23330
SH
DFND
22817
0
513
WEC ENERGY GROUP INC
COM
92939U106
1
18
SH
DFND
18
0
0
WELLS FARGO & CO NEW
COM
949746101
114
2386
SH
OTR
2386
0
0
WELLS FARGO & CO NEW
COM
949746101
5055
106117
SH
DFND
96060
0
10057
WELLTOWER INC
COM
95040Q104
8
100
SH
OTR
100
0
0
WELLTOWER INC
COM
95040Q104
256
3356
SH
DFND
2900
0
456
WESTERN ALLIANCE BANCORP
COM
957638109
207
5970
SH
DFND
5970
0
0
WEYERHAEUSER CO
COM
962166104
48
1509
SH
OTR
1509
0
0
WEYERHAEUSER CO
COM
962166104
1169
36747
SH
DFND
35245
0
1502
WOLVERINE WORLD WIDE INC
COM
978097103
57
2808
SH
DFND
0
0
2808
W P CAREY INC
COM
92936U109
566
8100
SH
DFND
8100
0
0
YUM BRANDS INC
COM
988498101
64
728
SH
OTR
728
0
0
YUM BRANDS INC
COM
988498101
2628
30606
SH
DFND
26540
0
4066