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Avantax Planning Partners’s Pinnacle West Capital PNW Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-400
Closed -$32K – 962
2018
Q3 		$32K Buy
+400
New +$32.1K ﹤0.01% 591
2018
Q2 		– Sell
-498
Closed -$39K – 1147
2018
Q1 		$39K Buy
+498
New +$39.1K ﹤0.01% 574

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Renaissance Technologies
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American Century Companies
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Capital World Investors
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Avantax Planning Partners's PNW Position: Q4 2018 in Review

Avantax Planning Partners sold out of Pinnacle West Capital (PNW) in Q4 2018, closing a stake of 400 shares — an estimated $32K sold.

Avantax Planning Partners first reported a position in PNW in Q1 2018 and held it in 2 quarters. The position peaked at $39K in Q1 2018. 521 funds tracked by Wall St. Rank hold PNW as of Q4 2018.

  • Avantax Planning Partners reported no remaining Pinnacle West Capital position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 400 Pinnacle West Capital shares in Q4 2018, an estimated $32K.
  • Avantax Planning Partners first reported a position in Pinnacle West Capital in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Pinnacle West Capital position peaked at $39K in Q1 2018.
  • 521 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.