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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
2017
Q1 		– Sell
-2,670
Closed -$206K – 351
2016
Q4 		$206K Buy
+2,670
New +$200K 0.07% 268

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State Street
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Cornerstone Wealth Management's PNW Position: Q1 2017 in Review

Cornerstone Wealth Management sold out of Pinnacle West Capital (PNW) in Q1 2017, closing a stake of 2,670 shares — an estimated $206K sold.

Cornerstone Wealth Management first reported a position in PNW in Q4 2016 and held it in 1 quarter. The position peaked at $206K in Q4 2016. 473 funds tracked by Wall St. Rank hold PNW as of Q1 2017.

  • Cornerstone Wealth Management reported no remaining Pinnacle West Capital position as of Q1 2017 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,670 Pinnacle West Capital shares in Q1 2017, an estimated $206K.
  • Cornerstone Wealth Management first reported a position in Pinnacle West Capital in Q4 2016 and held it in 1 quarter.
  • Cornerstone Wealth Management's Pinnacle West Capital position peaked at $206K in Q4 2016.
  • 473 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2017.

Based on Cornerstone Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.