Karp Capital Management’s Pinnacle West Capital PNW Stock Holding History

Karp Capital Management’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 Q3	–	Sell	-3,351	Closed	-$272K	–	84
2016 Q2	$272K	Buy	3,351 +29	+0.9%	+$2.16K	0.18%	72
2016 Q1	$249K	Sell	3,322 -3,264	-50%	-$223K	0.17%	77
2015 Q4	$425K	Buy	6,586 +3,325	+102%	+$212K	0.25%	78
2015 Q3	$209K	Buy	3,261 +32	+1%	+$1.96K	0.14%	88
2015 Q2	$184K	Buy	3,229 +31	+1%	+$1.87K	0.12%	99
2015 Q1	$204K	Buy	3,198 +29	+0.9%	+$1.94K	0.14%	95
2014 Q4	$216K	Buy	+3,169	New	+$197K	0.16%	97

Other funds holding PNW

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Karp Capital Management's PNW Position: Q3 2016 in Review

Karp Capital Management sold out of Pinnacle West Capital (PNW) in Q3 2016, closing a stake of 3,351 shares — an estimated $272K sold.

Karp Capital Management first reported a position in PNW in Q4 2014 and held it in 7 quarters. The position peaked at $425K in Q4 2015. 443 funds tracked by Wall St. Rank hold PNW as of Q3 2016.

Karp Capital Management reported no remaining Pinnacle West Capital position as of Q3 2016 after selling out during the quarter.
Karp Capital Management sold 3,351 Pinnacle West Capital shares in Q3 2016, an estimated $272K.
Karp Capital Management first reported a position in Pinnacle West Capital in Q4 2014 and held it in 7 quarters.
Karp Capital Management's Pinnacle West Capital position peaked at $425K in Q4 2015.
443 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2016.

Based on Karp Capital Management's 13F filing for Q3 2016, filed 8 Nov 2016.