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

Cypress 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
Q2 		– Sell
-3,591
Closed -$299K – 154
2017
Q1 		$299K Buy
3,591
+93
+3% +$7.43K 0.14% 147
2016
Q4 		$273K Hold
3,498
– – 0.12% 148
2016
Q3 		$266K Hold
3,498
– – 0.12% 149
2016
Q2 		$284K Hold
3,498
– – 0.14% 138
2016
Q1 		$263K Hold
3,498
– – 0.12% 148
2015
Q4 		$226K Buy
+3,498
New +$223K 0.11% 157

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cypress Wealth Advisors's PNW Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Pinnacle West Capital (PNW) in Q2 2017, closing a stake of 3,591 shares — an estimated $299K sold.

Cypress Wealth Advisors first reported a position in PNW in Q4 2015 and held it in 6 quarters. The position peaked at $299K in Q1 2017. 461 funds tracked by Wall St. Rank hold PNW as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Pinnacle West Capital position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 3,591 Pinnacle West Capital shares in Q2 2017, an estimated $299K.
  • Cypress Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2015 and held it in 6 quarters.
  • Cypress Wealth Advisors's Pinnacle West Capital position peaked at $299K in Q1 2017.
  • 461 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.