E. Ohman J:or Asset Management’s Pinnacle West Capital PNW Stock Holding History

E. Ohman J:or Asset 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 Q2	–	Sell	-2,800	Closed	-$223K	–	496
2018 Q1	$223K	Hold	2,800	–	–	0.02%	437
2017 Q4	$239K	Hold	2,800	–	–	0.02%	449
2017 Q3	$237K	Hold	2,800	–	–	0.02%	416
2017 Q2	$238K	Hold	2,800	–	–	0.02%	395
2017 Q1	$233K	Hold	2,800	–	–	0.03%	393
2016 Q4	$218K	Hold	2,800	–	–	0.03%	384
2016 Q3	$213K	Hold	2,800	–	–	0.03%	372
2016 Q2	$227K	Buy	2,800 +1,700	+155%	+$127K	0.04%	324
2016 Q1	$82.6K	Hold	1,100	–	–	0.01%	504
2015 Q4	$70.9K	Hold	1,100	–	–	0.01%	518
2015 Q3	$70.6K	Sell	1,100 -2,000	-65%	-$122K	0.02%	505
2015 Q2	$176K	Hold	3,100	–	–	0.04%	392
2015 Q1	$198K	Hold	3,100	–	–	0.05%	378
2014 Q4	$215K	Hold	3,100	–	–	0.05%	356
2014 Q3	$169K	Hold	3,100	–	–	0.04%	396
2014 Q2	$179K	Hold	3,100	–	–	0.04%	391
2014 Q1	$169K	Hold	3,100	–	–	0.04%	397
2013 Q4	$164K	Hold	3,100	–	–	0.04%	415
2013 Q3	$170K	Hold	3,100	–	–	0.04%	399
2013 Q2	$172K	Buy	+3,100	New	+$180K	0.05%	378

Other funds holding PNW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

E. Ohman J:or Asset Management's PNW Position: Q2 2018 in Review

E. Ohman J:or Asset Management sold out of Pinnacle West Capital (PNW) in Q2 2018, closing a stake of 2,800 shares — an estimated $223K sold.

E. Ohman J:or Asset Management first reported a position in PNW in Q2 2013 and held it in 20 quarters. The position peaked at $239K in Q4 2017. 490 funds tracked by Wall St. Rank hold PNW as of Q2 2018.

E. Ohman J:or Asset Management reported no remaining Pinnacle West Capital position as of Q2 2018 after selling out during the quarter.
E. Ohman J:or Asset Management sold 2,800 Pinnacle West Capital shares in Q2 2018, an estimated $223K.
E. Ohman J:or Asset Management first reported a position in Pinnacle West Capital in Q2 2013 and held it in 20 quarters.
E. Ohman J:or Asset Management's Pinnacle West Capital position peaked at $239K in Q4 2017.
490 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2018.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2018, filed 5 Apr 2024.