First Allied Advisory Services’s Pinnacle West Capital PNW Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-2,172	Closed	-$210K	–	1488
2019 Q3	$210K	Sell	2,172 -56	-3%	-$5.28K	0.01%	1072
2019 Q2	$210K	Buy	+2,228	New	+$212K	0.01%	1075
2016 Q2	–	Sell	-2,901	Closed	-$220K	–	1078
2016 Q1	$220K	Sell	2,901 -481	-14%	-$32.9K	0.01%	868
2015 Q4	$217K	Sell	3,382 -595	-15%	-$37.9K	0.01%	928
2015 Q3	$249K	Sell	3,977 -310	-7%	-$18.9K	0.01%	830
2015 Q2	$244K	Sell	4,287 -255	-6%	-$15.4K	0.01%	916
2015 Q1	$286K	Buy	4,542 +346	+8%	+$23.1K	0.02%	802
2014 Q4	$285K	Buy	+4,196	New	+$261K	0.02%	782
2014 Q3	–	Sell	-3,809	Closed	-$223K	–	1090
2014 Q2	$223K	Hold	3,809	–	–	0.02%	839
2014 Q1	$207K	Hold	3,809	–	–	0.02%	874
2013 Q4	$201K	Sell	3,809 -100	-3%	-$5.48K	0.02%	824
2013 Q3	$212K	Sell	3,909 -50	-1%	-$2.81K	0.01%	861
2013 Q2	$223K	Buy	+3,959	New	+$230K	0.02%	799

Other funds holding PNW

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Allied Advisory Services's PNW Position: Q4 2019 in Review

First Allied Advisory Services sold out of Pinnacle West Capital (PNW) in Q4 2019, closing a stake of 2,172 shares — an estimated $210K sold.

First Allied Advisory Services first reported a position in PNW in Q2 2013 and held it in 13 quarters. The position peaked at $286K in Q1 2015. 516 funds tracked by Wall St. Rank hold PNW as of Q4 2019.

First Allied Advisory Services reported no remaining Pinnacle West Capital position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 2,172 Pinnacle West Capital shares in Q4 2019, an estimated $210K.
First Allied Advisory Services first reported a position in Pinnacle West Capital in Q2 2013 and held it in 13 quarters.
First Allied Advisory Services's Pinnacle West Capital position peaked at $286K in Q1 2015.
516 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.