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Independent Portfolio Consultants’s Pinnacle West Capital PNW Stock Holding History

Independent Portfolio Consultants’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 		– Sell
-15
Closed -$1K – 995
2015
Q1 		$1K Buy
+15
New +$1K ﹤0.01% 956

Other funds holding PNW

Vanguard Group
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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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Independent Portfolio Consultants's PNW Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Pinnacle West Capital (PNW) in Q2 2015, closing a stake of 15 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in PNW in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 401 funds tracked by Wall St. Rank hold PNW as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Pinnacle West Capital position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 15 Pinnacle West Capital shares in Q2 2015, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in Pinnacle West Capital in Q1 2015 and held it in 1 quarter.
  • Independent Portfolio Consultants's Pinnacle West Capital position peaked at $1K in Q1 2015.
  • 401 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.