Advocacy Wealth Management Services’s Pinnacle West Capital PNW Stock Holding History

Advocacy Wealth Management Services’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 Q1	–	Sell	-300	Closed	-$26K	–	216
2017 Q4	$26K	Hold	300	–	–	0.02%	88
2017 Q3	$25K	Hold	300	–	–	0.01%	113
2017 Q2	$26K	Hold	300	–	–	0.01%	113
2017 Q1	$25K	Hold	300	–	–	0.01%	133
2016 Q4	$23K	Sell	300 -400	-57%	-$30K	0.01%	131
2016 Q3	$53K	Hold	700	–	–	0.02%	111
2016 Q2	$57K	Hold	700	–	–	0.03%	133
2016 Q1	$53K	Buy	700 +200	+40%	+$13.7K	0.04%	176
2015 Q4	$32K	Buy	+500	New	+$31.8K	0.04%	212
2013 Q3	$16K	Hold	300	–	–	0.04%	200
2013 Q2	$17K	Buy	+300	New	+$17.4K	0.07%	153

Other funds holding PNW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Advocacy Wealth Management Services's PNW Position: Q1 2018 in Review

Advocacy Wealth Management Services sold out of Pinnacle West Capital (PNW) in Q1 2018, closing a stake of 300 shares — an estimated $26K sold.

Advocacy Wealth Management Services first reported a position in PNW in Q2 2013 and held it in 11 quarters. The position peaked at $57K in Q2 2016. 494 funds tracked by Wall St. Rank hold PNW as of Q1 2018.

Advocacy Wealth Management Services reported no remaining Pinnacle West Capital position as of Q1 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 300 Pinnacle West Capital shares in Q1 2018, an estimated $26K.
Advocacy Wealth Management Services first reported a position in Pinnacle West Capital in Q2 2013 and held it in 11 quarters.
Advocacy Wealth Management Services's Pinnacle West Capital position peaked at $57K in Q2 2016.
494 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2018, filed 12 Apr 2018.