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Genesis Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

Genesis Wealth Advisors’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
Q2 		$6.66K Hold
117
– – 0.01% 383
2015
Q1 		$7.49K Hold
117
– – 0.01% 368
2014
Q4 		$7.58K Buy
+117
New +$7.27K 0.01% 397

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 $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Genesis Wealth Advisors's PNW Position: Q2 2015 in Review

Genesis Wealth Advisors held its Pinnacle West Capital (PNW) position steady in Q2 2015 at 117 shares worth $6.66K. The position accounts for 0.01% of the portfolio, ranked #383.

Genesis Wealth Advisors first reported a position in PNW in Q4 2014 and has held it in 3 quarters since. The position peaked at $7.58K in Q4 2014. 401 funds tracked by Wall St. Rank hold PNW as of Q2 2015.

  • Genesis Wealth Advisors held 117 shares of Pinnacle West Capital worth $6.66K as of Q2 2015.
  • Genesis Wealth Advisors left its Pinnacle West Capital share count unchanged in Q2 2015.
  • Pinnacle West Capital made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #383 holding.
  • Genesis Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Pinnacle West Capital position peaked at $7.58K in Q4 2014.
  • 401 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.