Gary Goldberg Planning Services’s Pinnacle West Capital PNW Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$19K	Hold	275	–	–	0.01%	302
2014 Q3	$15K	Hold	275	–	–	0.01%	336
2014 Q2	$16K	Hold	275	–	–	0.01%	313
2014 Q1	$15K	Hold	275	–	–	0.01%	295
2013 Q4	$15K	Hold	275	–	–	0.01%	265
2013 Q3	$15K	Hold	275	–	–	0.01%	264
2013 Q2	$15K	Buy	+275	New	+$16K	0.01%	263

Other funds holding PNW

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Gary Goldberg Planning Services's PNW Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Pinnacle West Capital (PNW) position steady in Q4 2014 at 275 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #302.

Gary Goldberg Planning Services first reported a position in PNW in Q2 2013 and has held it in 7 quarters since. 411 funds tracked by Wall St. Rank hold PNW as of Q4 2014.

Gary Goldberg Planning Services held 275 shares of Pinnacle West Capital worth $19K as of Q4 2014.
Gary Goldberg Planning Services left its Pinnacle West Capital share count unchanged in Q4 2014.
Pinnacle West Capital made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #302 holding.
Gary Goldberg Planning Services first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 7 quarters since.
411 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.