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	–	437
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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCIM

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

Apriem Advisors's PNW Position: Q3 2018 in Review

Apriem Advisors sold out of Pinnacle West Capital (PNW) in Q3 2018, closing a stake of 600 shares — an estimated $48K sold.

Apriem Advisors first reported a position in PNW in Q2 2013 and held it in 17 quarters. The position peaked at $50K in Q1 2017. 478 funds tracked by Wall St. Rank hold PNW as of Q3 2018.

Apriem Advisors reported no remaining Pinnacle West Capital position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 600 Pinnacle West Capital shares in Q3 2018, an estimated $48K.
Apriem Advisors first reported a position in Pinnacle West Capital in Q2 2013 and held it in 17 quarters.
Apriem Advisors's Pinnacle West Capital position peaked at $50K in Q1 2017.
478 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.