Apriem Advisors’s Pinnacle West Capital PNW Stock Holding History

Apriem 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 Q3	–	Sell	-600	Closed	-$48K	–	315
2018 Q2	$48K	Buy	+600	New	+$46.9K	0.01%	251
2017 Q2	–	Sell	-600	Closed	-$50K	–	438
2017 Q1	$50K	Hold	600	–	–	0.01%	231
2016 Q4	$47K	Hold	600	–	–	0.01%	239
2016 Q3	$46K	Hold	600	–	–	0.01%	231
2016 Q2	$49K	Buy	600 +100	+20%	+$7.46K	0.02%	228
2016 Q1	$38K	Hold	500	–	–	0.02%	239
2015 Q4	$32K	Hold	500	–	–	0.01%	240
2015 Q3	$32K	Hold	500	–	–	0.01%	237
2015 Q2	$28K	Hold	500	–	–	0.01%	273
2015 Q1	$32K	Hold	500	–	–	0.01%	249
2014 Q4	$34K	Hold	500	–	–	0.01%	236
2014 Q3	$27K	Hold	500	–	–	0.01%	267
2014 Q2	$29K	Hold	500	–	–	0.01%	243
2014 Q1	$27K	Hold	500	–	–	0.01%	272
2013 Q4	$26K	Hold	500	–	–	0.01%	267
2013 Q3	$27K	Hold	500	–	–	0.01%	255
2013 Q2	$28K	Buy	+500	New	+$29K	0.01%	247

Other funds holding PNW

BlackRock New York $5.7T 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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies

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

Barrow, Hanley, Mewhinney & Strauss

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

Capital World Investors

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return