Old Mutual Customised Solutions’s Pinnacle West Capital PNW Stock Holding History

Old Mutual Customised Solutions’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 Q2	$622K	Hold	7,720	–	–	0.06%	349
2018 Q1	$616K	Hold	7,720	–	–	0.06%	344
2017 Q4	$658K	Buy	7,720 +2,200	+40%	+$194K	0.07%	339
2017 Q3	$467K	Hold	5,520	–	–	0.06%	343
2017 Q2	$470K	Hold	5,520	–	–	0.07%	327
2017 Q1	$460K	Buy	5,520 +920	+20%	+$73.5K	0.07%	327
2016 Q4	$359K	Buy	4,600 +1,900	+70%	+$142K	0.07%	348
2016 Q3	$205K	Sell	2,700 -2,300	-46%	-$179K	0.06%	377
2016 Q2	$405K	Hold	5,000	–	–	0.1%	243
2016 Q1	$375K	Hold	5,000	–	–	0.1%	262
2015 Q4	$322K	Hold	5,000	–	–	0.08%	292
2015 Q3	$321K	Hold	5,000	–	–	0.09%	281
2015 Q2	$284K	Hold	5,000	–	–	0.07%	365
2015 Q1	$319K	Buy	5,000 +1,300	+35%	+$86.8K	0.08%	317
2014 Q4	$253K	Buy	3,700 +500	+16%	+$31.1K	0.07%	344
2014 Q3	$175K	Hold	3,200	–	–	0.05%	406
2014 Q2	$185K	Sell	3,200 -700	-18%	-$38.7K	0.04%	458
2014 Q1	$213K	Hold	3,900	–	–	0.05%	390
2013 Q4	$206K	Hold	3,900	–	–	0.05%	382
2013 Q3	$213K	Hold	3,900	–	–	0.06%	349
2013 Q2	$216K	Buy	+3,900	New	+$226K	0.06%	312

Other funds holding PNW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Old Mutual Customised Solutions's PNW Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Pinnacle West Capital (PNW) position steady in Q2 2018 at 7,720 shares worth $622K. The position accounts for 0.06% of the portfolio, ranked #349.

Old Mutual Customised Solutions first reported a position in PNW in Q2 2013 and has held it in 21 quarters since. The position peaked at $658K in Q4 2017. 490 funds tracked by Wall St. Rank hold PNW as of Q2 2018.

Old Mutual Customised Solutions held 7,720 shares of Pinnacle West Capital worth $622K as of Q2 2018.
Old Mutual Customised Solutions left its Pinnacle West Capital share count unchanged in Q2 2018.
Pinnacle West Capital made up 0.06% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #349 holding.
Old Mutual Customised Solutions first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Pinnacle West Capital position peaked at $658K in Q4 2017.
490 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.