BDO Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

BDO Wealth 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
2017 Q3	–	Sell	-168	Closed	-$14K	–	520
2017 Q2	$14K	Buy	+168	New	+$14.5K	0.01%	334

Other funds holding PNW

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

BDO Wealth Advisors's PNW Position: Q3 2017 in Review

BDO Wealth Advisors sold out of Pinnacle West Capital (PNW) in Q3 2017, closing a stake of 168 shares — an estimated $14K sold.

BDO Wealth Advisors first reported a position in PNW in Q2 2017 and held it in 1 quarter. The position peaked at $14K in Q2 2017. 469 funds tracked by Wall St. Rank hold PNW as of Q3 2017.

BDO Wealth Advisors reported no remaining Pinnacle West Capital position as of Q3 2017 after selling out during the quarter.
BDO Wealth Advisors sold 168 Pinnacle West Capital shares in Q3 2017, an estimated $14K.
BDO Wealth Advisors first reported a position in Pinnacle West Capital in Q2 2017 and held it in 1 quarter.
BDO Wealth Advisors's Pinnacle West Capital position peaked at $14K in Q2 2017.
469 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2017.

Based on BDO Wealth Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.