FineMark National Bank & Trust’s Pinnacle West Capital PNW Stock Holding History

FineMark National Bank & Trust’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 Q1	–	Sell	-2,209	Closed	-$172K	–	837
2016 Q4	$172K	Buy	2,209 +1,862	+537%	+$140K	0.01%	366
2016 Q3	$26K	Hold	347	–	–	﹤0.01%	757
2016 Q2	$28K	Hold	347	–	–	﹤0.01%	755
2016 Q1	$26K	Hold	347	–	–	﹤0.01%	732
2015 Q4	$22K	Hold	347	–	–	﹤0.01%	804
2015 Q3	$22K	Hold	347	–	–	﹤0.01%	831
2015 Q2	$20K	Hold	347	–	–	﹤0.01%	893
2015 Q1	$22K	Hold	347	–	–	﹤0.01%	866
2014 Q4	$24K	Hold	347	–	–	﹤0.01%	864
2014 Q3	$19K	Hold	347	–	–	﹤0.01%	898
2014 Q2	$20K	Hold	347	–	–	﹤0.01%	901
2014 Q1	$19K	Hold	347	–	–	﹤0.01%	898
2013 Q4	$18K	Sell	347 -1,429	-80%	-$78.3K	﹤0.01%	869
2013 Q3	$97K	Buy	1,776 +1,429	+412%	+$80.2K	0.02%	429
2013 Q2	$19K	Buy	+347	New	+$20.1K	0.01%	806

Other funds holding PNW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

FineMark National Bank & Trust's PNW Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Pinnacle West Capital (PNW) in Q1 2017, closing a stake of 2,209 shares — an estimated $172K sold.

FineMark National Bank & Trust first reported a position in PNW in Q2 2013 and held it in 15 quarters. The position peaked at $172K in Q4 2016. 473 funds tracked by Wall St. Rank hold PNW as of Q1 2017.

FineMark National Bank & Trust reported no remaining Pinnacle West Capital position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 2,209 Pinnacle West Capital shares in Q1 2017, an estimated $172K.
FineMark National Bank & Trust first reported a position in Pinnacle West Capital in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Pinnacle West Capital position peaked at $172K in Q4 2016.
473 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.