OneDigital Investment Advisors’s Pinnacle West Capital PNW Stock Holding History

OneDigital 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
2019 Q3	–	Sell	-268	Closed	-$25K	–	1002
2019 Q2	$25K	Hold	268	–	–	﹤0.01%	747
2019 Q1	$26K	Hold	268	–	–	﹤0.01%	657
2018 Q4	$23K	Sell	268 -665	-71%	-$57.3K	﹤0.01%	659
2018 Q3	$74K	Hold	933	–	–	0.02%	325
2018 Q2	$76K	Hold	933	–	–	0.02%	389
2018 Q1	$74K	Buy	933 +268	+40%	+$21K	0.02%	417
2017 Q4	$57K	Buy	+665	New	+$58.7K	0.01%	470
2017 Q3	–	Sell	-665	Closed	-$57K	–	1145
2017 Q2	$57K	Buy	+665	New	+$57.3K	0.02%	435

Other funds holding PNW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OneDigital Investment Advisors's PNW Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Pinnacle West Capital (PNW) in Q3 2019, closing a stake of 268 shares — an estimated $25K sold.

OneDigital Investment Advisors first reported a position in PNW in Q2 2017 and held it in 8 quarters. The position peaked at $76K in Q2 2018. 534 funds tracked by Wall St. Rank hold PNW as of Q3 2019.

OneDigital Investment Advisors reported no remaining Pinnacle West Capital position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 268 Pinnacle West Capital shares in Q3 2019, an estimated $25K.
OneDigital Investment Advisors first reported a position in Pinnacle West Capital in Q2 2017 and held it in 8 quarters.
OneDigital Investment Advisors's Pinnacle West Capital position peaked at $76K in Q2 2018.
534 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.