JFA
PNW icon

JNBA Financial Advisors’s Pinnacle West Capital PNW Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-766
Closed -$58K – 1107
2016
Q3 		$58K Buy
+766
New +$59.6K 0.01% 498

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JNBA Financial Advisors's PNW Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Pinnacle West Capital (PNW) in Q4 2016, closing a stake of 766 shares — an estimated $58K sold.

JNBA Financial Advisors first reported a position in PNW in Q3 2016 and held it in 1 quarter. The position peaked at $58K in Q3 2016. 453 funds tracked by Wall St. Rank hold PNW as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Pinnacle West Capital position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 766 Pinnacle West Capital shares in Q4 2016, an estimated $58K.
  • JNBA Financial Advisors first reported a position in Pinnacle West Capital in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Pinnacle West Capital position peaked at $58K in Q3 2016.
  • 453 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.