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Endex Capital Management’s Pinnacle West Capital PNW Stock Holding History

Endex Capital 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
2013
Q4 		$57K Hold
1,077
– – 0.05% 292
2013
Q3 		$59K Hold
1,077
– – 0.06% 282
2013
Q2 		$60K Buy
+1,077
New +$62.5K 0.06% 279

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State Street
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BFA
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Endex Capital Management's PNW Position: Q4 2013 in Review

Endex Capital Management held its Pinnacle West Capital (PNW) position steady in Q4 2013 at 1,077 shares worth $57K. The position accounts for 0.05% of the portfolio, ranked #292.

Endex Capital Management first reported a position in PNW in Q2 2013 and has held it in 3 quarters since. The position peaked at $60K in Q2 2013. 379 funds tracked by Wall St. Rank hold PNW as of Q4 2013.

  • Endex Capital Management held 1,077 shares of Pinnacle West Capital worth $57K as of Q4 2013.
  • Endex Capital Management left its Pinnacle West Capital share count unchanged in Q4 2013.
  • Pinnacle West Capital made up 0.05% of Endex Capital Management's portfolio in Q4 2013, its #292 holding.
  • Endex Capital Management first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 3 quarters since.
  • Endex Capital Management's Pinnacle West Capital position peaked at $60K in Q2 2013.
  • 379 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.