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Forward Management’s Pinnacle West Capital PNW Stock Holding History

Forward 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
2015
Q1 		– Sell
-1,100
Closed -$75K – 407
2014
Q4 		$75K Buy
+1,100
New +$68.4K ﹤0.01% 343

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forward Management's PNW Position: Q1 2015 in Review

Forward Management sold out of Pinnacle West Capital (PNW) in Q1 2015, closing a stake of 1,100 shares — an estimated $75K sold.

Forward Management first reported a position in PNW in Q4 2014 and held it in 1 quarter. The position peaked at $75K in Q4 2014. 407 funds tracked by Wall St. Rank hold PNW as of Q1 2015.

  • Forward Management reported no remaining Pinnacle West Capital position as of Q1 2015 after selling out during the quarter.
  • Forward Management sold 1,100 Pinnacle West Capital shares in Q1 2015, an estimated $75K.
  • Forward Management first reported a position in Pinnacle West Capital in Q4 2014 and held it in 1 quarter.
  • Forward Management's Pinnacle West Capital position peaked at $75K in Q4 2014.
  • 407 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2015.

Based on Forward Management's 13F filing for Q1 2015, filed 14 May 2015.