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Cornerstone Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Cornerstone 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
2018
Q4 		– Sell
-141,627
Closed -$1.66M – 939
2018
Q3 		$1.66M Buy
+141,627
New +$11.4M 0.02% 561
2017
Q1 		– Sell
-2,670
Closed -$206K – 351
2016
Q4 		$206K Buy
+2,670
New +$200K 0.07% 268

Other funds holding PNW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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

Cornerstone Wealth Management's PNW Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Pinnacle West Capital (PNW) in Q4 2018, closing a stake of 141,627 shares — an estimated $1.66M sold.

Cornerstone Wealth Management first reported a position in PNW in Q4 2016 and held it in 2 quarters. The position peaked at $1.66M in Q3 2018. 521 funds tracked by Wall St. Rank hold PNW as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Pinnacle West Capital position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 141,627 Pinnacle West Capital shares in Q4 2018, an estimated $1.66M.
  • Cornerstone Wealth Management first reported a position in Pinnacle West Capital in Q4 2016 and held it in 2 quarters.
  • Cornerstone Wealth Management's Pinnacle West Capital position peaked at $1.66M in Q3 2018.
  • 521 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.