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CT Financial Advisors’s Pinnacle West Capital PNW Stock Holding History

CT Financial 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
Q1 		$8.34K Hold
100
– – 0.01% 467
2016
Q4 		$7.8K Hold
100
– – ﹤0.01% 468
2016
Q3 		$7.6K Hold
100
– – ﹤0.01% 465
2016
Q2 		$8.11K Hold
100
– – 0.01% 451
2016
Q1 		$7.51K Hold
100
– – ﹤0.01% 479
2015
Q4 		$6.45K Hold
100
– – ﹤0.01% 493
2015
Q3 		$6.41K Hold
100
– – ﹤0.01% 504
2015
Q2 		$5.69K Hold
100
– – ﹤0.01% 516
2015
Q1 		$6.38K Hold
100
– – ﹤0.01% 502
2014
Q4 		$6.83K Buy
+100
New +$6.21K 0.01% 416
2014
Q1 		$6.38K Buy
+100
New +$5.36K ﹤0.01% 502

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CT Financial Advisors's PNW Position: Q1 2017 in Review

CT Financial Advisors held its Pinnacle West Capital (PNW) position steady in Q1 2017 at 100 shares worth $8.34K. The position accounts for 0.01% of the portfolio, ranked #467.

CT Financial Advisors first reported a position in PNW in Q1 2014 and has held it in 11 quarters since. 473 funds tracked by Wall St. Rank hold PNW as of Q1 2017.

  • CT Financial Advisors held 100 shares of Pinnacle West Capital worth $8.34K as of Q1 2017.
  • CT Financial Advisors left its Pinnacle West Capital share count unchanged in Q1 2017.
  • Pinnacle West Capital made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #467 holding.
  • CT Financial Advisors first reported a position in Pinnacle West Capital in Q1 2014 and has held it in 11 quarters since.
  • 473 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.