Guardian Investor Services’s Pinnacle West Capital PNW Stock Holding History

Guardian Investor 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
2015 Q1	$49K	Hold	762	–	–	0.04%	448
2014 Q4	$52K	Sell	762 -21	-3%	-$1.3K	0.04%	435
2014 Q3	$43K	Sell	783 -37	-5%	-$2.06K	0.03%	460
2014 Q2	$47K	Sell	820 -29	-3%	-$1.6K	0.04%	452
2014 Q1	$46K	Sell	849 -43	-5%	-$2.3K	0.04%	451
2013 Q4	$47K	Hold	892	–	–	0.04%	447
2013 Q3	$49K	Hold	892	–	–	0.04%	428
2013 Q2	$49K	Buy	+892	New	+$51.8K	0.04%	419

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

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 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

WCM

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

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

Guardian Investor Services's PNW Position: Q1 2015 in Review

Guardian Investor Services held its Pinnacle West Capital (PNW) position steady in Q1 2015 at 762 shares worth $49K. The position accounts for 0.04% of the portfolio, ranked #448.

Guardian Investor Services first reported a position in PNW in Q2 2013 and has held it in 8 quarters since. The position peaked at $52K in Q4 2014. 407 funds tracked by Wall St. Rank hold PNW as of Q1 2015.

Guardian Investor Services held 762 shares of Pinnacle West Capital worth $49K as of Q1 2015.
Guardian Investor Services left its Pinnacle West Capital share count unchanged in Q1 2015.
Pinnacle West Capital made up 0.04% of Guardian Investor Services's portfolio in Q1 2015, its #448 holding.
Guardian Investor Services first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Pinnacle West Capital position peaked at $52K in Q4 2014.
407 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.