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Elkhorn Investments’s Pinnacle West Capital PNW Stock Holding History

Elkhorn Investments’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
Q4 		$1.96M Buy
23,347
+8,909
+62% +$787K 1.03% 38
2017
Q3 		$1.22M Buy
14,438
+733
+5% +$64.2K 0.91% 73
2017
Q2 		$1.21M Sell
13,705
-577
-4% -$49.7K 0.94% 59
2017
Q1 		$1.19M Buy
+14,282
New +$1.14M 0.98% 49

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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

Elkhorn Investments's PNW Position: Q4 2017 in Review

Elkhorn Investments increased its Pinnacle West Capital (PNW) stake by 62% in Q4 2017, buying an estimated $787K and bringing the position to 23,347 shares worth $1.96M. The position accounts for 1.03% of the portfolio, ranked #38.

Elkhorn Investments first reported a position in PNW in Q1 2017 and has held it in 4 quarters since. 502 funds tracked by Wall St. Rank hold PNW as of Q4 2017.

  • Elkhorn Investments held 23,347 shares of Pinnacle West Capital worth $1.96M as of Q4 2017.
  • Elkhorn Investments bought 8,909 Pinnacle West Capital shares in Q4 2017, an estimated $787K.
  • Pinnacle West Capital made up 1.03% of Elkhorn Investments's portfolio in Q4 2017, its #38 holding.
  • Elkhorn Investments first reported a position in Pinnacle West Capital in Q1 2017 and has held it in 4 quarters since.
  • 502 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.