LifePlan Financial Group’s Pinnacle West Capital PNW Stock Holding History

LifePlan Financial Group’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 Q3	$113K	Hold	1,510	–	–	0.05%	175
2020 Q2	$111K	Hold	1,510	–	–	0.05%	170
2020 Q1	$114K	Hold	1,510	–	–	0.06%	153
2019 Q4	$136K	Hold	1,510	–	–	0.06%	158
2019 Q3	$147K	Hold	1,510	–	–	0.07%	150
2019 Q2	$142K	Hold	1,510	–	–	0.07%	151
2019 Q1	$144K	Hold	1,510	–	–	0.08%	151
2018 Q4	$129K	Hold	1,510	–	–	0.08%	153
2018 Q3	$120K	Hold	1,510	–	–	0.06%	166
2018 Q2	$122K	Hold	1,510	–	–	0.07%	160
2018 Q1	$120K	Buy	+1,510	New	+$118K	0.07%	150

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

LifePlan Financial Group's PNW Position: Q3 2020 in Review

LifePlan Financial Group held its Pinnacle West Capital (PNW) position steady in Q3 2020 at 1,510 shares worth $113K. The position accounts for 0.05% of the portfolio, ranked #175.

LifePlan Financial Group first reported a position in PNW in Q1 2018 and has held it in 11 quarters since. The position peaked at $147K in Q3 2019. 506 funds tracked by Wall St. Rank hold PNW as of Q3 2020.

LifePlan Financial Group held 1,510 shares of Pinnacle West Capital worth $113K as of Q3 2020.
LifePlan Financial Group left its Pinnacle West Capital share count unchanged in Q3 2020.
Pinnacle West Capital made up 0.05% of LifePlan Financial Group's portfolio in Q3 2020, its #175 holding.
LifePlan Financial Group first reported a position in Pinnacle West Capital in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Pinnacle West Capital position peaked at $147K in Q3 2019.
506 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.