MPAM
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Monarch Partners Asset Management’s Pinnacle West Capital PNW Stock Holding History

Monarch Partners Asset 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
2018
Q3 		– Sell
-209,130
Closed -$16.8M – 206
2018
Q2 		$16.8M Buy
209,130
+59,960
+40% +$4.69M 1.53% 10
2018
Q1 		$11.9M Buy
+149,170
New +$11.7M 1.1% 31
2015
Q2 		– Sell
-57,875
Closed -$3.69M – 185
2015
Q1 		$3.69M Buy
57,875
+11,378
+24% +$759K 0.73% 53
2014
Q4 		$3.18M Buy
46,497
+12,050
+35% +$749K 0.69% 64
2014
Q3 		$1.88M Sell
34,447
-19,700
-36% -$1.1M 0.5% 81
2014
Q2 		$3.13M Buy
54,147
+33,722
+165% +$1.87M 0.82% 49
2014
Q1 		$1.12M Buy
+20,425
New +$1.09M 0.41% 107

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