Hefty Wealth Partners’s Pinnacle West Capital PNW Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$20K	Hold	250	–	–	0.01%	168
2017 Q4	$21K	Hold	250	–	–	0.01%	163
2017 Q3	$21K	Hold	250	–	–	0.01%	160
2017 Q2	$21K	Hold	250	–	–	0.01%	149
2017 Q1	$20K	Hold	250	–	–	0.01%	152
2016 Q4	$19K	Hold	250	–	–	0.02%	148
2016 Q3	$18K	Hold	250	–	–	0.01%	158
2016 Q2	$20K	Hold	250	–	–	0.02%	130
2016 Q1	$18K	Hold	250	–	–	0.02%	135
2015 Q4	$16K	Buy	+250	New	+$15.9K	0.02%	129

Other funds holding PNW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WCM

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

Hefty Wealth Partners's PNW Position: Q1 2018 in Review

Hefty Wealth Partners held its Pinnacle West Capital (PNW) position steady in Q1 2018 at 250 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #168.

Hefty Wealth Partners first reported a position in PNW in Q4 2015 and has held it in 10 quarters since. The position peaked at $21K in Q4 2017. 494 funds tracked by Wall St. Rank hold PNW as of Q1 2018.

Hefty Wealth Partners held 250 shares of Pinnacle West Capital worth $20K as of Q1 2018.
Hefty Wealth Partners left its Pinnacle West Capital share count unchanged in Q1 2018.
Pinnacle West Capital made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #168 holding.
Hefty Wealth Partners first reported a position in Pinnacle West Capital in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Pinnacle West Capital position peaked at $21K in Q4 2017.
494 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.