Index Management Solutions’s Pinnacle West Capital PNW Stock Holding History

Index Management Solutions’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	–	Sell	-1,271	Closed	-$87K	–	851
2014 Q4	$87K	Sell	1,271 -3,745	-75%	-$233K	0.01%	266
2014 Q3	$274K	Buy	5,016 +923	+23%	+$51.4K	0.03%	507
2014 Q2	$237K	Buy	4,093 +1,896	+86%	+$105K	0.03%	547
2014 Q1	$120K	Buy	2,197 +983	+81%	+$52.7K	0.02%	387
2013 Q4	$64K	Hold	1,214	–	–	0.02%	391
2013 Q3	$66K	Buy	+1,214	New	+$68.2K	0.02%	319

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

Index Management Solutions's PNW Position: Q1 2015 in Review

Index Management Solutions sold out of Pinnacle West Capital (PNW) in Q1 2015, closing a stake of 1,271 shares — an estimated $87K sold.

Index Management Solutions first reported a position in PNW in Q3 2013 and held it in 6 quarters. The position peaked at $274K in Q3 2014. 407 funds tracked by Wall St. Rank hold PNW as of Q1 2015.

Index Management Solutions reported no remaining Pinnacle West Capital position as of Q1 2015 after selling out during the quarter.
Index Management Solutions sold 1,271 Pinnacle West Capital shares in Q1 2015, an estimated $87K.
Index Management Solutions first reported a position in Pinnacle West Capital in Q3 2013 and held it in 6 quarters.
Index Management Solutions's Pinnacle West Capital position peaked at $274K in Q3 2014.
407 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2015.

Based on Index Management Solutions's 13F filing for Q1 2015, filed 15 May 2015.