MU Investments Company’s Pinnacle West Capital PNW Stock Holding History

MU Investments Company’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
2015 Q3	–	Sell	-1,000	Closed	-$57K	–	288
2015 Q2	$57K	Hold	1,000	–	–	0.03%	260
2015 Q1	$64K	Hold	1,000	–	–	0.03%	251
2014 Q4	$70K	Hold	1,000	–	–	0.03%	253
2014 Q3	$55K	Hold	1,000	–	–	0.03%	270
2014 Q2	$56K	Hold	1,000	–	–	0.03%	276
2014 Q1	$54K	Hold	1,000	–	–	0.03%	276
2013 Q4	$53K	Hold	1,000	–	–	0.02%	281
2013 Q3	$55K	Hold	1,000	–	–	0.03%	258
2013 Q2	$55K	Buy	+1,000	New	+$58.1K	0.02%	258

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BFA

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

MU Investments Company's PNW Position: Q3 2015 in Review

MU Investments Company sold out of Pinnacle West Capital (PNW) in Q3 2015, closing a stake of 1,000 shares — an estimated $57K sold.

MU Investments Company first reported a position in PNW in Q2 2013 and held it in 9 quarters. The position peaked at $70K in Q4 2014. 400 funds tracked by Wall St. Rank hold PNW as of Q3 2015.

MU Investments Company reported no remaining Pinnacle West Capital position as of Q3 2015 after selling out during the quarter.
MU Investments Company sold 1,000 Pinnacle West Capital shares in Q3 2015, an estimated $57K.
MU Investments Company first reported a position in Pinnacle West Capital in Q2 2013 and held it in 9 quarters.
MU Investments Company's Pinnacle West Capital position peaked at $70K in Q4 2014.
400 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2015.

Based on MU Investments Company's 13F filing for Q3 2015, filed 23 Oct 2015.