AIM
PNW icon

Ada Investment Management’s Pinnacle West Capital PNW Stock Holding History

Ada Investment Management’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
2015
Q4 		$292K Buy
4,533
+164
+4% +$10.4K 0.2% 209
2015
Q3 		$268K Buy
+4,369
New +$267K 0.14% 305

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ada Investment Management's PNW Position: Q4 2015 in Review

Ada Investment Management increased its Pinnacle West Capital (PNW) stake by 3.8% in Q4 2015, buying an estimated $10.4K and bringing the position to 4,533 shares worth $292K. The position accounts for 0.2% of the portfolio, ranked #209.

Ada Investment Management first reported a position in PNW in Q3 2015 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold PNW as of Q4 2015.

  • Ada Investment Management held 4,533 shares of Pinnacle West Capital worth $292K as of Q4 2015.
  • Ada Investment Management bought 164 Pinnacle West Capital shares in Q4 2015, an estimated $10.4K.
  • Pinnacle West Capital made up 0.2% of Ada Investment Management's portfolio in Q4 2015, its #209 holding.
  • Ada Investment Management first reported a position in Pinnacle West Capital in Q3 2015 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.