CCM Investment Advisers’s Pinnacle West Capital PNW Stock Holding History

CCM Investment Advisers’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
2015 Q4	–	Sell	-3,945	Closed	-$253K	–	106
2015 Q3	$253K	Sell	3,945 -4,575	-54%	-$280K	0.03%	96
2015 Q2	$484K	Sell	8,520 -1,050	-11%	-$63.3K	0.04%	98
2015 Q1	$610K	Sell	9,570 -1,089	-10%	-$72.7K	0.06%	89
2014 Q4	$728K	Sell	10,659 -37,947	-78%	-$2.36M	0.07%	78
2014 Q3	$2.65M	Sell	48,606 -90,198	-65%	-$5.03M	0.24%	63
2014 Q2	$8.03M	Buy	138,804 +125,369	+933%	+$6.94M	0.74%	52
2014 Q1	$734K	Buy	+13,435	New	+$720K	0.07%	84

Other funds holding PNW

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

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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 $134B AUM 35.51% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

AQR Capital Management

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