Lenox Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

Lenox Wealth 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
2020 Q1	–	Sell	-5	Closed	–	–	900
2019 Q4	$0	Buy	+5	New	+$451	﹤0.01%	797

Other funds holding PNW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's PNW Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Pinnacle West Capital (PNW) in Q1 2020, closing a stake of 5 shares.

Lenox Wealth Advisors first reported a position in PNW in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 495 funds tracked by Wall St. Rank hold PNW as of Q1 2020.

Lenox Wealth Advisors reported no remaining Pinnacle West Capital position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 5 Pinnacle West Capital shares in Q1 2020.
Lenox Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2019 and held it in 1 quarter.
Lenox Wealth Advisors's Pinnacle West Capital position peaked at $0 in Q4 2019.
495 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.