NCM
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Nelson Capital Management’s Pinnacle West Capital PNW Stock Holding History

Nelson Capital 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
2013
Q4 		– Sell
-18
Closed -$1K – 235
2013
Q3 		$1K Hold
18
– – ﹤0.01% 220
2013
Q2 		$1K Buy
+18
New +$1.04K ﹤0.01% 219

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

Nelson Capital Management's PNW Position: Q4 2013 in Review

Nelson Capital Management sold out of Pinnacle West Capital (PNW) in Q4 2013, closing a stake of 18 shares — an estimated $1K sold.

Nelson Capital Management first reported a position in PNW in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q3 2013. 378 funds tracked by Wall St. Rank hold PNW as of Q4 2013.

  • Nelson Capital Management reported no remaining Pinnacle West Capital position as of Q4 2013 after selling out during the quarter.
  • Nelson Capital Management sold 18 Pinnacle West Capital shares in Q4 2013, an estimated $1K.
  • Nelson Capital Management first reported a position in Pinnacle West Capital in Q2 2013 and held it in 2 quarters.
  • Nelson Capital Management's Pinnacle West Capital position peaked at $1K in Q3 2013.
  • 378 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2013.

Based on Nelson Capital Management's 13F filing for Q4 2013, filed 12 Feb 2014.