AWM
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Arbor Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Arbor Wealth 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
2016
Q1 		– Sell
-1,222
Closed -$83K – 110
2015
Q4 		$83K Buy
+1,222
New +$77.8K 0.09% 92

Other funds holding PNW

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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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Arbor Wealth Management's PNW Position: Q1 2016 in Review

Arbor Wealth Management sold out of Pinnacle West Capital (PNW) in Q1 2016, closing a stake of 1,222 shares — an estimated $83K sold.

Arbor Wealth Management first reported a position in PNW in Q4 2015 and held it in 1 quarter. The position peaked at $83K in Q4 2015. 436 funds tracked by Wall St. Rank hold PNW as of Q1 2016.

  • Arbor Wealth Management reported no remaining Pinnacle West Capital position as of Q1 2016 after selling out during the quarter.
  • Arbor Wealth Management sold 1,222 Pinnacle West Capital shares in Q1 2016, an estimated $83K.
  • Arbor Wealth Management first reported a position in Pinnacle West Capital in Q4 2015 and held it in 1 quarter.
  • Arbor Wealth Management's Pinnacle West Capital position peaked at $83K in Q4 2015.
  • 436 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2016.

Based on Arbor Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.