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Acorn Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

Acorn Wealth Advisors’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-13
Closed -$1K – 723
2018
Q1 		$1K Hold
13
– – ﹤0.01% 814
2017
Q4 		$1K Buy
+13
New +$1.15K ﹤0.01% 778

Other funds holding PNW

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorn Wealth Advisors's PNW Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Pinnacle West Capital (PNW) in Q2 2018, closing a stake of 13 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in PNW in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 490 funds tracked by Wall St. Rank hold PNW as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Pinnacle West Capital position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 13 Pinnacle West Capital shares in Q2 2018, an estimated $1K.
  • Acorn Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Pinnacle West Capital position peaked at $1K in Q1 2018.
  • 490 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.