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Kaizen Advisory’s Pinnacle West Capital PNW Stock Holding History

Kaizen Advisory’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
Q4 		$24K Buy
284
+8
+3% +$689 0.02% 482
2018
Q3 		$22K Hold
276
– – 0.01% 513
2018
Q2 		$22K Buy
276
+174
+171% +$13.6K 0.01% 519
2018
Q1 		$8K Hold
102
– – 0.01% 529
2017
Q4 		$9K Buy
+102
New +$9.01K 0.01% 510

Other funds holding PNW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kaizen Advisory's PNW Position: Q4 2018 in Review

Kaizen Advisory increased its Pinnacle West Capital (PNW) stake by 2.9% in Q4 2018, buying an estimated $689 and bringing the position to 284 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #482.

Kaizen Advisory first reported a position in PNW in Q4 2017 and has held it in 5 quarters since. 521 funds tracked by Wall St. Rank hold PNW as of Q4 2018.

  • Kaizen Advisory held 284 shares of Pinnacle West Capital worth $24K as of Q4 2018.
  • Kaizen Advisory bought 8 Pinnacle West Capital shares in Q4 2018, an estimated $689.
  • Pinnacle West Capital made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #482 holding.
  • Kaizen Advisory first reported a position in Pinnacle West Capital in Q4 2017 and has held it in 5 quarters since.
  • 521 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.