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

Optimum 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
2020 Q3	–	Sell	-200	Closed	-$15K	–	916
2020 Q2	$15K	Hold	200	–	–	0.01%	646
2020 Q1	$15K	Hold	200	–	–	0.01%	632
2019 Q4	$18K	Hold	200	–	–	0.01%	691
2019 Q3	$19K	Hold	200	–	–	0.01%	689
2019 Q2	$19K	Hold	200	–	–	0.01%	690
2019 Q1	$19K	Hold	200	–	–	0.01%	701
2018 Q4	$17K	Hold	200	–	–	0.01%	678
2018 Q3	$16K	Hold	200	–	–	﹤0.01%	777
2018 Q2	$16K	Hold	200	–	–	﹤0.01%	779
2018 Q1	$16K	Buy	+200	New	+$15.7K	﹤0.01%	746
2015 Q1	$15K	Buy	235 +35	+18%	+$2.34K	﹤0.01%	748
2014 Q4	$14K	Hold	200	–	–	﹤0.01%	796
2014 Q3	$11K	Hold	200	–	–	﹤0.01%	750
2014 Q2	$12K	Hold	200	–	–	﹤0.01%	752
2014 Q1	$11K	Hold	200	–	–	﹤0.01%	590
2013 Q4	$11K	Hold	200	–	–	﹤0.01%	602
2013 Q3	$11K	Buy	+200	New	+$11.2K	﹤0.01%	576

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Optimum Investment Advisors's PNW Position: Q3 2020 in Review

Optimum Investment Advisors sold out of Pinnacle West Capital (PNW) in Q3 2020, closing a stake of 200 shares — an estimated $15K sold.

Optimum Investment Advisors first reported a position in PNW in Q3 2013 and held it in 17 quarters. The position peaked at $19K in Q3 2019. 506 funds tracked by Wall St. Rank hold PNW as of Q3 2020.

Optimum Investment Advisors reported no remaining Pinnacle West Capital position as of Q3 2020 after selling out during the quarter.
Optimum Investment Advisors sold 200 Pinnacle West Capital shares in Q3 2020, an estimated $15K.
Optimum Investment Advisors first reported a position in Pinnacle West Capital in Q3 2013 and held it in 17 quarters.
Optimum Investment Advisors's Pinnacle West Capital position peaked at $19K in Q3 2019.
506 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2020.

Based on Optimum Investment Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.