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Newport Wealth Strategies’s Pinnacle West Capital PNW Stock Holding History

Newport Wealth Strategies’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
-2,977
Closed -$238K – 102
2017
Q4 		$238K Buy
+2,977
New +$263K 0.17% 93

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Newport Wealth Strategies's PNW Position: Q1 2018 in Review

Newport Wealth Strategies sold out of Pinnacle West Capital (PNW) in Q1 2018, closing a stake of 2,977 shares — an estimated $238K sold.

Newport Wealth Strategies first reported a position in PNW in Q4 2017 and held it in 1 quarter. The position peaked at $238K in Q4 2017. 494 funds tracked by Wall St. Rank hold PNW as of Q1 2018.

  • Newport Wealth Strategies reported no remaining Pinnacle West Capital position as of Q1 2018 after selling out during the quarter.
  • Newport Wealth Strategies sold 2,977 Pinnacle West Capital shares in Q1 2018, an estimated $238K.
  • Newport Wealth Strategies first reported a position in Pinnacle West Capital in Q4 2017 and held it in 1 quarter.
  • Newport Wealth Strategies's Pinnacle West Capital position peaked at $238K in Q4 2017.
  • 494 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2018.

Based on Newport Wealth Strategies's 13F filing for Q1 2018, filed 8 May 2018.