EWM
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Evercore Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Evercore Wealth 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
2016
Q3 		– Sell
-37
Closed -$3K – 1051
2016
Q2 		$3K Buy
+37
New +$2.76K ﹤0.01% 982
2015
Q3 		– Sell
-125
Closed -$7K – 1037
2015
Q2 		$7K Buy
+125
New +$7.54K ﹤0.01% 963

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Evercore Wealth Management's PNW Position: Q3 2016 in Review

Evercore Wealth Management sold out of Pinnacle West Capital (PNW) in Q3 2016, closing a stake of 37 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in PNW in Q2 2015 and held it in 2 quarters. The position peaked at $7K in Q2 2015. 443 funds tracked by Wall St. Rank hold PNW as of Q3 2016.

  • Evercore Wealth Management reported no remaining Pinnacle West Capital position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 37 Pinnacle West Capital shares in Q3 2016, an estimated $3K.
  • Evercore Wealth Management first reported a position in Pinnacle West Capital in Q2 2015 and held it in 2 quarters.
  • Evercore Wealth Management's Pinnacle West Capital position peaked at $7K in Q2 2015.
  • 443 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.