0001140361-15-033692.txt : 20150828 0001140361-15-033692.hdr.sgml : 20150828 20150828095219 ACCESSION NUMBER: 0001140361-15-033692 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150828 DATE AS OF CHANGE: 20150828 EFFECTIVENESS DATE: 20150828 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: 151080326 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 06-30-2015 06-30-2015 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 615-744-3742 /s/ Harold R. Carpenter Nashville TN 07-24-2015 0 351 315576 false
INFORMATION TABLE 2 form13fInfoTable.xml ABBOTT LABS COM 002824100 255 5203 SH SOLE 5203 0 0 ABBVIE INC COM 00287Y109 103 1533 SH OTR 1533 0 0 ABBVIE INC COM 00287Y109 2831 42138 SH SOLE 41905 0 233 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 206 2130 SH SOLE 880 0 1250 AFLAC INC COM 001055102 16 261 SH OTR 261 0 0 AFLAC INC COM 001055102 206 3312 SH SOLE 3312 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 440 6305 SH SOLE 6305 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 51 3294 SH OTR 3294 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 2627 168789 SH SOLE 164150 0 4639 ALTRIA GROUP INC COM 02209S103 44 906 SH OTR 906 0 0 ALTRIA GROUP INC COM 02209S103 1496 30591 SH SOLE 28702 0 1889 AMAZON COM INC COM 023135106 74 171 SH OTR 171 0 0 AMAZON COM INC COM 023135106 5187 11951 SH SOLE 11157 0 794 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 234 13605 SH SOLE 13605 0 0 AMERICAN ELEC PWR INC COM 025537101 25 469 SH OTR 469 0 0 AMERICAN ELEC PWR INC COM 025537101 786 14843 SH SOLE 14249 0 594 AMERICAN EXPRESS CO COM 025816109 73 938 SH OTR 938 0 0 AMERICAN EXPRESS CO COM 025816109 2931 37719 SH SOLE 34738 0 2981 AMERICAN TOWER CORP NEW COM 03027X100 30 323 SH OTR 323 0 0 AMERICAN TOWER CORP NEW COM 03027X100 3015 32317 SH SOLE 29452 0 2865 AMETEK INC NEW COM 031100100 1972 36000 SH SOLE 36000 0 0 AMGEN INC COM 031162100 23 150 SH OTR 150 0 0 AMGEN INC COM 031162100 3031 19744 SH SOLE 17886 0 1858 APACHE CORP COM 037411105 3 52 SH SOLE 52 0 0 APPLE INC COM 037833100 224 1787 SH OTR 1787 0 0 APPLE INC COM 037833100 7222 57580 SH SOLE 55034 0 2546 ASTRAZENECA PLC SPONSORED ADR 046353108 66 1038 SH OTR 1038 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 1121 17592 SH SOLE 17447 0 145 AT&T INC COM 00206R102 362 10195 SH OTR 10195 0 0 AT&T INC COM 00206R102 2985 84047 SH SOLE 82597 0 1450 ATMOS ENERGY CORP COM 049560105 950 18525 SH SOLE 18525 0 0 AVALONBAY CMNTYS INC COM 053484101 16 100 SH OTR 100 0 0 AVALONBAY CMNTYS INC COM 053484101 351 2195 SH SOLE 2195 0 0 BAIDU INC SPON ADR REP A 056752108 391 1965 SH SOLE 1965 0 0 BANK MONTREAL QUE COM 063671101 39 658 SH OTR 658 0 0 BANK MONTREAL QUE COM 063671101 986 16631 SH SOLE 16438 0 193 BARCLAYS BANK PLC SP ADR 7.1%PF3 06739H776 208 8000 SH SOLE 8000 0 0 BAXTER INTL INC COM 071813109 6 92 SH OTR 92 0 0 BAXTER INTL INC COM 071813109 692 9887 SH SOLE 8369 0 1518 BECTON DICKINSON & CO COM 075887109 6 40 SH SOLE 40 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 205 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 467 3431 SH SOLE 2631 0 800 BIOGEN INC COM 09062X103 655 1621 SH SOLE 1621 0 0 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 529 12940 SH SOLE 12940 0 0 BOEING CO COM 097023105 18 132 SH OTR 132 0 0 BOEING CO COM 097023105 783 5642 SH SOLE 5642 0 0 BP PLC SPONSORED ADR 055622104 14 338 SH OTR 338 0 0 BP PLC SPONSORED ADR 055622104 598 14958 SH SOLE 14670 0 288 BRISTOL MYERS SQUIBB CO COM 110122108 1290 19388 SH SOLE 18938 0 450 BUFFALO WILD WINGS INC COM 119848109 232 1480 SH SOLE 1480 0 0 CA INC COM 12673P105 8 277 SH OTR 277 0 0 CA INC COM 12673P105 311 10599 SH SOLE 10427 0 172 CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 209 3055 SH SOLE 3055 0 0 CAPITAL ONE FINL CORP COM 14040H105 42 482 SH OTR 482 0 0 CAPITAL ONE FINL CORP COM 14040H105 3236 36795 SH SOLE 34060 0 2735 CATERPILLAR INC DEL COM 149123101 25 300 SH OTR 300 0 0 CATERPILLAR INC DEL COM 149123101 815 9605 SH SOLE 9605 0 0 CAVIUM INC COM 14964U108 263 3815 SH SOLE 3815 0 0 CDN IMPERIAL BK COMM TORONTO COM 136069101 19 255 SH OTR 255 0 0 CDN IMPERIAL BK COMM TORONTO COM 136069101 856 11603 SH SOLE 11442 0 161 CELGENE CORP COM 151020104 556 4804 SH SOLE 4804 0 0 CERNER CORP COM 156782104 278 4025 SH SOLE 4025 0 0 CHEVRON CORP NEW COM 166764100 60 619 SH OTR 619 0 0 CHEVRON CORP NEW COM 166764100 1976 20486 SH SOLE 20390 0 96 CHIPOTLE MEXICAN GRILL INC COM 169656105 370 612 SH SOLE 612 0 0 CHUBB CORP COM 171232101 41 433 SH OTR 433 0 0 CHUBB CORP COM 171232101 1760 18498 SH SOLE 17090 0 1408 CISCO SYS INC COM 17275R102 512 18649 SH SOLE 17649 0 1000 COCA COLA CO COM 191216100 38 979 SH OTR 979 0 0 COCA COLA CO COM 191216100 2750 70084 SH SOLE 69289 0 795 COLGATE PALMOLIVE CO COM 194162103 31 472 SH OTR 472 0 0 COLGATE PALMOLIVE CO COM 194162103 1108 16939 SH SOLE 15112 0 1827 CONOCOPHILLIPS COM 20825C104 89 1452 SH OTR 1452 0 0 CONOCOPHILLIPS COM 20825C104 3518 57298 SH SOLE 53752 0 3546 CORNING INC COM 219350105 251 12720 SH SOLE 12720 0 0 COSTCO WHSL CORP NEW COM 22160K105 29 215 SH OTR 215 0 0 COSTCO WHSL CORP NEW COM 22160K105 1134 8400 SH SOLE 7634 0 766 CSX CORP COM 126408103 757 23186 SH SOLE 23186 0 0 CVS HEALTH CORP COM 126650100 35 338 SH OTR 338 0 0 CVS HEALTH CORP COM 126650100 3769 35936 SH SOLE 33251 0 2685 DEERE & CO COM 244199105 52 531 SH OTR 531 0 0 DEERE & CO COM 244199105 1083 11160 SH SOLE 10143 0 1017 DIAMOND OFFSHORE DRILLING IN COM 25271C102 5 200 SH OTR 200 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 366 14177 SH SOLE 14095 0 82 DISNEY WALT CO COM DISNEY 254687106 31 268 SH OTR 268 0 0 DISNEY WALT CO COM DISNEY 254687106 3461 30320 SH SOLE 26835 0 3485 DOMINION RES INC VA NEW COM 25746U109 385 5750 SH SOLE 5750 0 0 DOUBLELINE OPPORTUNISTIC CR COM 258623107 9 378 SH SOLE 0 0 378 DR PEPPER SNAPPLE GROUP INC COM 26138E109 23 315 SH OTR 315 0 0 DR PEPPER SNAPPLE GROUP INC COM 26138E109 1322 18137 SH SOLE 15879 0 2258 DU PONT E I DE NEMOURS & CO COM 263534109 22 346 SH OTR 346 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 1645 25717 SH SOLE 25529 0 188 DUKE ENERGY CORP NEW CON NEW 26441C204 59 833 SH OTR 833 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1641 23230 SH SOLE 22963 0 267 E M C CORP MASS COM 268648102 44 1654 SH OTR 1654 0 0 E M C CORP MASS COM 268648102 2885 109322 SH SOLE 100481 0 8841 EATON CORP PLC SHS G29183103 17 252 SH OTR 252 0 0 EATON CORP PLC SHS G29183103 684 10134 SH SOLE 9803 0 331 EBAY INC COM 278642103 40 666 SH OTR 666 0 0 EBAY INC COM 278642103 2456 40777 SH SOLE 37124 0 3653 ECOLAB INC COM 278865100 18 157 SH OTR 157 0 0 ECOLAB INC COM 278865100 950 8402 SH SOLE 7506 0 896 ENSCO PLC SHS CLASS A G3157S106 12 543 SH OTR 543 0 0 ENSCO PLC SHS CLASS A G3157S106 1073 48201 SH SOLE 42258 0 5943 ENTERPRISE PRODS PARTNERS L COM 293792107 331 11075 SH SOLE 11075 0 0 EPAM SYSTEMS INC COM 29414B104 264 3710 SH SOLE 3710 0 0 ESSENT GROUP LTD COM G3198U102 215 7875 SH SOLE 7875 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 7 75 SH OTR 75 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 1177 13233 SH SOLE 13233 0 0 EXXON MOBIL CORP COM 30231G102 4 50 SH OTR 50 0 0 EXXON MOBIL CORP COM 30231G102 4959 59606 SH SOLE 58650 0 956 FACEBOOK INC CL A 30303M102 9 100 SH OTR 100 0 0 FACEBOOK INC CL A 30303M102 501 5840 SH SOLE 5840 0 0 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 31 450 SH SOLE 450 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 247 1580 SH SOLE 1580 0 0 FLUOR CORP NEW COM 343412102 20 375 SH OTR 375 0 0 FLUOR CORP NEW COM 343412102 1776 33515 SH SOLE 30865 0 2650 FREEPORT- MCMORAN INC CL B 35671D857 14 760 SH OTR 760 0 0 FREEPORT- MCMORAN INC CL B 35671D857 1079 57946 SH SOLE 52606 0 5340 GARMIN LTD SHS H2906T109 19 422 SH OTR 422 0 0 GARMIN LTD SHS H2906T109 523 11898 SH SOLE 11663 0 235 GARTNER INC COM 366651107 211 2465 SH SOLE 2465 0 0 GENERAL ELECTRIC CO COM 369604103 104 3896 SH OTR 3896 0 0 GENERAL ELECTRIC CO COM 369604103 5168 194509 SH SOLE 185317 0 9192 GENTHERM INC COM 37253A103 232 4230 SH SOLE 4230 0 0 GENUINE PARTS CO COM 372460105 55 617 SH OTR 617 0 0 GENUINE PARTS CO COM 372460105 1499 16742 SH SOLE 16595 0 147 GILEAD SCIENCES INC COM 375558103 55 474 SH OTR 474 0 0 GILEAD SCIENCES INC COM 375558103 4344 37107 SH SOLE 33495 0 3612 GOOGLE INC CL A 38259P508 55 102 SH OTR 102 0 0 GOOGLE INC CL A 38259P508 2877 5327 SH SOLE 4960 0 367 GOOGLE INC CL C 38259P706 7 14 SH OTR 14 0 0 GOOGLE INC CL C 38259P706 1351 2595 SH SOLE 2293 0 302 GOVERNMENT PPTYS INCOME TR COM SHS BEN INT 38376A103 26 1400 SH OTR 1400 0 0 GOVERNMENT PPTYS INCOME TR COM SHS BEN INT 38376A103 293 15796 SH SOLE 15646 0 150 HALLIBURTON CO COMMON STOCK 406216101 43 998 SH OTR 998 0 0 HALLIBURTON CO COMMON STOCK 406216101 1453 33713 SH SOLE 29530 0 4183 HCA HOLDINGS INC COM 40412C101 38 415 SH OTR 415 0 0 HCA HOLDINGS INC COM 40412C101 6334 69816 SH SOLE 64784 0 5032 HEALTH CARE REIT INC COM 42217K106 7 100 SH OTR 100 0 0 HEALTH CARE REIT INC COM 42217K106 232 3529 SH SOLE 3479 0 50 HEALTHSTREAM INC COM 42222N103 2532 83231 SH SOLE 83231 0 0 HOME DEPOT INC COM 437076102 19 171 SH OTR 171 0 0 HOME DEPOT INC COM 437076102 491 4415 SH SOLE 4415 0 0 HONEYWELL INTL INC COM 438516106 73 719 SH OTR 719 0 0 HONEYWELL INTL INC COM 438516106 4176 40959 SH SOLE 38359 0 2600 ICON PLC SHS G4705A100 227 3376 SH SOLE 3376 0 0 INTEL CORP COM 458140100 115 3793 SH OTR 3793 0 0 INTEL CORP COM 458140100 3752 123354 SH SOLE 118602 0 4752 INTERNATIONAL BUSINESS MACHS COM 459200101 49 301 SH OTR 301 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 3255 20014 SH SOLE 18715 0 1299 INTL PAPER CO COM 460146103 240 5040 SH SOLE 5040 0 0 ISHARES MSCI BRZ CAP ETF 464286400 4 128 SH SOLE 128 0 0 ISHARES TR SELECT DIVID ETF 464287168 31 409 SH OTR 409 0 0 ISHARES TR SELECT DIVID ETF 464287168 1635 21754 SH SOLE 21686 0 68 ISHARES TR CORE S&P500 ETF 464287200 393 1896 SH SOLE 1896 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 52 1309 SH OTR 1309 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 2933 74038 SH SOLE 69775 0 4263 ISHARES TR S&P 500 GRWT ETF 464287309 824 7237 SH SOLE 7237 0 0 ISHARES TR S&P 500 VAL ETF 464287408 760 8246 SH SOLE 8246 0 0 ISHARES TR MSCI EAFE ETF 464287465 241 3800 SH OTR 3800 0 0 ISHARES TR MSCI EAFE ETF 464287465 7978 125648 SH SOLE 122650 0 2998 ISHARES TR RUS MD CP GR ETF 464287481 28 294 SH OTR 294 0 0 ISHARES TR RUS MD CP GR ETF 464287481 467 4824 SH SOLE 4824 0 0 ISHARES TR CORE S&P MCP ETF 464287507 106 709 SH OTR 709 0 0 ISHARES TR CORE S&P MCP ETF 464287507 2930 19537 SH SOLE 19537 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1873 18914 SH SOLE 18914 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 879 8624 SH SOLE 8624 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 116 750 SH SOLE 750 0 0 ISHARES TR S&P MC 400VL ETF 464287705 1343 10415 SH SOLE 10415 0 0 ISHARES TR U.S. TELECOM ETF 464287713 202 6892 SH SOLE 6892 0 0 ISHARES TR U.S. REAL ES ETF 464287739 17 233 SH OTR 233 0 0 ISHARES TR U.S. REAL ES ETF 464287739 769 10791 SH SOLE 10791 0 0 ISHARES TR CORE S&P SCP ETF 464287804 167 1415 SH OTR 1415 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3588 30436 SH SOLE 30436 0 0 ISHARES TR SP SMCP600VL ETF 464287879 1052 8933 SH SOLE 8933 0 0 ISHARES TR SP SMCP600GR ETF 464287887 43 330 SH OTR 330 0 0 ISHARES TR SP SMCP600GR ETF 464287887 3187 24326 SH SOLE 24326 0 0 ISHARES TR U.S. PFD STK ETF 464288687 676 17265 SH SOLE 17265 0 0 ISHARES TR US REGNL BKS ETF 464288778 15 399 SH OTR 399 0 0 ISHARES US REGNL BKS ETF 464288778 1319 36045 SH SOLE 32529 0 3516 ISHARES EAFE VALUE ETF 464288877 31 585 SH OTR 585 0 0 ISHARES EAFE VALUE ETF 464288877 406 7767 SH SOLE 7767 0 0 ISHARES EAFE GRWTH ETF 464288885 26 372 SH OTR 372 0 0 ISHARES EAFE GRWTH ETF 464288885 350 5005 SH SOLE 5005 0 0 ISHARES S&P GSCI COMMODITY I UNIT BEN INT 46428R107 337 15982 SH SOLE 15982 0 0 ISHARES TR MRNGSTR INC ETF 46432F875 1136 46015 SH SOLE 46015 0 0 JARDEN CORP COM 471109108 35 681 SH OTR 681 0 0 JARDEN CORP COM 471109108 1554 30022 SH SOLE 26374 0 3648 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 784 4451 SH SOLE 4451 0 0 JOHNSON & JOHNSON COM 478160104 10 100 SH OTR 100 0 0 JOHNSON & JOHNSON COM 478160104 3688 37840 SH SOLE 37040 0 800 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 222 5601 SH SOLE 5601 0 0 JPMORGAN CHASE & CO COM 46625H100 107 1580 SH OTR 1580 0 0 JPMORGAN CHASE & CO COM 46625H100 4319 63736 SH SOLE 60940 0 2796 KIMBERLY CLARK CORP COM 494368103 21 200 SH OTR 200 0 0 KIMBERLY CLARK CORP COM 494368103 369 3478 SH SOLE 2978 0 500 KINDER MORGAN INC DEL COM 49456B101 73 1892 SH OTR 1892 0 0 KINDER MORGAN INC DEL COM 49456B101 136 3540 SH SOLE 3429 0 111 KRAFT FOODS GROUP INC COM 50076Q106 102 1203 SH OTR 1203 0 0 KRAFT FOODS GROUP INC COM 50076Q106 3966 46572 SH SOLE 43822 0 2750 LAS VEGAS SANDS CORP COM 517834107 42 807 SH OTR 807 0 0 LAS VEGAS SANDS CORP COM 517834107 1858 35337 SH SOLE 32057 0 3280 LAUDER ESTEE COS INC CL A 518439104 408 4705 SH SOLE 4705 0 0 LILLY ELI & CO COM 532457108 59 710 SH OTR 710 0 0 LILLY ELI & CO COM 532457108 3440 41194 SH SOLE 38596 0 2598 LINCOLN NATL CORP IND COM 534187109 536 9050 SH SOLE 9050 0 0 LITHIA MTRS INC CL A 536797103 247 2180 SH SOLE 2180 0 0 LOCKHEED MARTIN CORP COM 539830109 26 140 SH OTR 140 0 0 LOCKHEED MARTIN CORP COM 539830109 863 4645 SH SOLE 4576 0 69 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 307 2970 SH SOLE 2970 0 0 MADDEN STEVEN LTD COM 556269108 214 5005 SH SOLE 5005 0 0 MAIDEN HOLDINGS LTD SHS G5753U112 296 18750 SH SOLE 18750 0 0 MANHATTAN ASSOCS INC COM 562750109 204 3425 SH SOLE 3425 0 0 MARATHON OIL CORP COM 565849106 12 444 SH OTR 444 0 0 MARATHON OIL CORP COM 565849106 1237 46622 SH SOLE 41989 0 4633 MASTERCARD INC CL A 57636Q104 733 7840 SH SOLE 7840 0 0 MAXIMUS INC COM 577933104 374 5695 SH SOLE 5695 0 0 MCDONALDS CORP COM 580135101 17 175 SH OTR 175 0 0 MCDONALDS CORP COM 580135101 802 8426 SH SOLE 8305 0 121 MCKESSON CORP COM 58155Q103 221 985 SH SOLE 985 0 0 MEDTRONIC PLC SHS G5960L103 258 3487 SH SOLE 2125 0 1362 MERCK & CO INC NEW COM 58933Y105 566 9938 SH SOLE 9938 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 15 322 SH OTR 322 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 494 10422 SH SOLE 10250 0 172 MICROSOFT CORP COM 594918104 216 4903 SH OTR 4903 0 0 MICROSOFT CORP COM 594918104 5378 121810 SH SOLE 110391 0 11419 MONDELEZ INTL INC CL A 609207105 37 890 SH OTR 890 0 0 MONDELEZ INTL INC CL A 609207105 1621 39398 SH SOLE 34494 0 4904 MONSTER BEVERAGE CORP COM 61174X109 5 35 SH OTR 35 0 0 MONSTER BEVERAGE CORP COM 61174X109 347 2589 SH SOLE 2589 0 0 NATIONAL HEALTH INVS INC COM 63633D104 11 181 SH OTR 181 0 0 NATIONAL HEALTH INVS INC COM 63633D104 1396 22415 SH SOLE 22415 0 0 NATIONAL HEALTHCARE CORP COM 635906100 499 7675 SH SOLE 7675 0 0 NATIONAL HEALTHCARE CORP PFD CONV SER A 635906209 250 16292 SH SOLE 16292 0 0 NATIONAL OILWELL VARCO INC COM 637071101 52 1068 SH OTR 1068 0 0 NATIONAL OILWELL VARCO INC COM 637071101 1673 34655 SH SOLE 32158 0 2497 NIKE INC CL B 654106103 19 180 SH OTR 180 0 0 NIKE INC CL B 654106103 1059 9803 SH SOLE 9803 0 0 NORFOLK SOUTHERN CORP COM 655844108 293 3350 SH SOLE 3350 0 0 NOW INC COM 67011P100 27 1348 SH SOLE 812 0 536 ORACLE CORP COM 68389X105 63 1562 SH OTR 1562 0 0 ORACLE CORP COM 68389X105 3404 84471 SH SOLE 77140 0 7331 PACWEST BANCORP DEL COM 695263103 257 5490 SH SOLE 5490 0 0 PALO ALTO NETWORKS INC COM 697435105 254 1455 SH SOLE 1455 0 0 PAREXEL INTL CORP COM 699462107 263 4095 SH SOLE 4095 0 0 PAYCHEX INC COM 704326107 366 7806 SH SOLE 7806 0 0 PEPSICO INC COM 713448108 18 196 SH OTR 196 0 0 PEPSICO INC COM 713448108 2946 31565 SH SOLE 30065 0 1500 PEREGRINE PHARMACEUTICALS IN COM NEW 713661304 26 20000 SH OTR 20000 0 0 PFIZER INC COM 717081103 24 730 SH OTR 730 0 0 PFIZER INC COM 717081103 1435 42799 SH SOLE 30819 0 11980 PHILIP MORRIS INTL INC COM 718172109 604 7523 SH SOLE 6373 0 1150 PINNACLE FINL PARTNERS INC COM 72346Q104 11279 207438 SH SOLE 7500 3805 196133 PLUM CREEK TIMBER CO INC COM 729251108 31 755 SH OTR 755 0 0 PLUM CREEK TIMBER CO INC COM 729251108 610 15046 SH SOLE 14815 0 231 PROCTER & GAMBLE CO COM 742718109 71 905 SH OTR 905 0 0 PROCTER & GAMBLE CO COM 742718109 2946 37646 SH SOLE 37502 0 144 PRUDENTIAL FINL INC COM 744320102 75 859 SH OTR 859 0 0 PRUDENTIAL FINL INC COM 744320102 2245 25648 SH SOLE 25648 0 0 QUALCOMM INC COM 747525103 78 1240 SH OTR 1240 0 0 QUALCOMM INC COM 747525103 3439 54915 SH SOLE 51367 0 3548 QUANTA SVCS INC COM 74762E102 40 1400 SH OTR 1400 0 0 QUANTA SVCS INC COM 74762E102 2537 88028 SH SOLE 78903 0 9125 REGENERON PHARMACEUTICALS COM 75886F107 473 928 SH SOLE 928 0 0 REGIONS FINL CORP NEW COM 7591EP100 2695 260111 SH SOLE 260111 0 0 ROSS STORES INC COM 778296103 642 13210 SH SOLE 13210 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 26 460 SH OTR 460 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 823 14340 SH SOLE 14180 0 160 SCANA CORP NEW COM 80589M102 24 477 SH OTR 477 0 0 SCANA CORP NEW COM 80589M102 910 17968 SH SOLE 17726 0 242 SCHLUMBERGER LTD COM 806857108 19 225 SH OTR 225 0 0 SCHLUMBERGER LTD COM 806857108 1667 19345 SH SOLE 18291 0 1054 SEAGATE TECHNOLOGY PLC SHS G7945M107 48 1006 SH OTR 1006 0 0 SEAGATE TECHNOLOGY PLC SHS G7945M107 1295 27268 SH SOLE 27034 0 234 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 21 424 SH OTR 424 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 319 6599 SH SOLE 6599 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 28 360 SH OTR 360 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 372 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 644 8568 SH SOLE 8568 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 16 300 SH SOLE 300 0 0 SEMPRA ENERGY COM 816851109 668 6750 SH SOLE 6750 0 0 SERVICESOURCE INTL LLC COM 81763U100 88 16000 SH SOLE 16000 0 0 SHIRE PLC SPONSORED ADR 82481R106 269 1115 SH SOLE 1115 0 0 SIGMA ALDRICH CORP COM 826552101 1416 10161 SH SOLE 10161 0 0 SIGNATURE BK NEW YORK N Y COM 82669G104 304 2075 SH SOLE 2075 0 0 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 220 6365 SH SOLE 6365 0 0 SKECHERS USA INC CL A 830566105 254 2310 SH SOLE 2310 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 326 3130 SH SOLE 3130 0 0 SNAP ON INC COM 833034101 526 3305 SH SOLE 3305 0 0 SOUTHERN CO COM 842587107 62 1475 SH OTR 1475 0 0 SOUTHERN CO COM 842587107 1762 42051 SH SOLE 41780 0 271 SOUTHWEST AIRLS CO COM 844741108 355 10705 SH SOLE 10705 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 6069 29480 SH SOLE 29480 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 212 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 1152 6055 SH SOLE 5352 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 1242 11696 SH SOLE 10996 0 700 SPDR SERIES TRUST DJ REIT ETF 78464A607 539 6385 SH SOLE 6385 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 355 2020 SH SOLE 2020 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1042 3812 SH SOLE 3812 0 0 SPECTRA ENERGY PARTNERS LP COM 847560109 496 15200 SH SOLE 14900 0 300 STARBUCKS CORP COM 855244109 11 200 SH OTR 200 0 0 STARBUCKS CORP COM 855244109 467 8716 SH SOLE 8716 0 0 SUN LIFE FINL INC COM 866796105 231 6925 SH SOLE 6925 0 0 SUNTRUST BKS INC COM 867914103 1005 23362 SH SOLE 23362 0 0 SYSCO CORP COM 871829107 328 9080 SH SOLE 8480 0 600 TARGET CORP COM 87612E106 52 642 SH OTR 642 0 0 TARGET CORP COM 87612E106 1813 22207 SH SOLE 21193 0 1014 TEXAS INSTRS INC COM 882508104 265 5144 SH SOLE 5144 0 0 TEXTAINER GROUP HOLDINGS LTD SHS G8766E109 31 1176 SH OTR 1176 0 0 TEXTAINER GROUP HOLDINGS LTD SHS G8766E109 852 32735 SH SOLE 32344 0 391 TJX COS INC NEW COM 872540109 480 7247 SH SOLE 7247 0 0 TRUEBLUE INC COM 89785X101 219 7340 SH SOLE 7340 0 0 TYSON FOODS INC CL A 902494103 6 150 SH SOLE 150 0 0 UBS AG JERSEY BRH ALERIAN INFRST 902641646 328 9337 SH SOLE 9337 0 0 UGI CORP COM 902681105 254 7380 SH SOLE 7380 0 0 UNDER ARMOUR INC CL A 904311107 975 11690 SH SOLE 11690 0 0 UNION PAC CORP COM 907818108 11 112 SH OTR 112 0 0 UNION PAC CORP COM 907818108 1784 18703 SH SOLE 18703 0 0 UNITED PARCEL SERVICE INC CL B 911312106 204 2102 SH SOLE 1802 0 300 UNITED TECHNOLOGIES CORP COM 913017109 62 561 SH OTR 561 0 0 UNITED TECHNOLOGIES CORP COM 913017109 3193 28785 SH SOLE 27206 0 1579 UNITEDHEALTH GROUP INC COM 91324P102 67 553 SH OTR 553 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4571 37469 SH SOLE 34304 0 3165 VALERO ENERGY CORP NEW COM 91913Y100 38 611 SH SOLE 540 0 71 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 255 3182 SH SOLE 3182 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 777 19597 SH SOLE 19597 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 113 2776 SH OTR 2776 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1930 47214 SH SOLE 47214 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 789 7376 SH SOLE 7376 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 52 1110 SH OTR 1110 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2966 63625 SH SOLE 63108 0 517 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 425 19100 SH SOLE 19100 0 0 VISA INC COM CL A 92826C839 51 756 SH OTR 756 0 0 VISA INC COM CL A 92826C839 2647 39432 SH SOLE 35720 0 3712 WAL-MART STORES INC COM 931142103 354 4984 SH SOLE 4984 0 0 WASTE MGMT INC DEL COM 94106L109 23 501 SH OTR 501 0 0 WASTE MGMT INC DEL COM 94106L109 883 19045 SH SOLE 18915 0 130 WELLS FARGO & CO NEW COM 949746101 109 1939 SH OTR 1939 0 0 WELLS FARGO & CO NEW COM 949746101 4523 80417 SH SOLE 76323 0 4094 WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 286 4520 SH SOLE 4520 0 0 WHITEWAVE FOODS CO COM 966244105 243 4970 SH SOLE 4970 0 0 WHOLE FOODS MKT INC COM 966837106 30 748 SH OTR 748 0 0 WHOLE FOODS MKT INC COM 966837106 1432 36321 SH SOLE 33673 0 2648 WISDOMTREE TR TOTAL DIVID FD 97717W109 15 200 SH SOLE 200 0 0 WP CAREY INC COM 92936U109 200 3400 SH SOLE 3400 0 0 YUM BRANDS INC COM 988498101 66 728 SH OTR 728 0 0 YUM BRANDS INC COM 988498101 2605 28912 SH SOLE 26260 0 2652