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Moneta Group Investment Advisors’s Pinnacle West Capital PNW Stock Holding History

Moneta Group Investment 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
2018
Q1 		– Sell
-7
Closed -$1K – 695
2017
Q4 		$1K Buy
+7
New +$618 ﹤0.01% 432

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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Moneta Group Investment Advisors's PNW Position: Q1 2018 in Review

Moneta Group Investment Advisors sold out of Pinnacle West Capital (PNW) in Q1 2018, closing a stake of 7 shares — an estimated $1K sold.

Moneta Group Investment Advisors first reported a position in PNW in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 494 funds tracked by Wall St. Rank hold PNW as of Q1 2018.

  • Moneta Group Investment Advisors reported no remaining Pinnacle West Capital position as of Q1 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 7 Pinnacle West Capital shares in Q1 2018, an estimated $1K.
  • Moneta Group Investment Advisors first reported a position in Pinnacle West Capital in Q4 2017 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Pinnacle West Capital position peaked at $1K in Q4 2017.
  • 494 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.