PAS
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Partnervest Advisory Services’s Pinnacle West Capital PNW Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-213
Closed -$12K – 626
2014
Q2 		$12K Buy
+213
New +$11.8K 0.01% 656
2013
Q4 		– Sell
-100
Closed -$5K – 1057
2013
Q3 		$5K Hold
100
– – ﹤0.01% 800
2013
Q2 		$6K Buy
+100
New +$5.81K ﹤0.01% 701

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BFA
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BIT
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Barrow, Hanley, Mewhinney & Strauss
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Massachusetts Financial Services
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WCM
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Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Partnervest Advisory Services's PNW Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Pinnacle West Capital (PNW) in Q3 2014, closing a stake of 213 shares — an estimated $12K sold.

Partnervest Advisory Services first reported a position in PNW in Q2 2013 and held it in 3 quarters. The position peaked at $12K in Q2 2014. 402 funds tracked by Wall St. Rank hold PNW as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Pinnacle West Capital position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 213 Pinnacle West Capital shares in Q3 2014, an estimated $12K.
  • Partnervest Advisory Services first reported a position in Pinnacle West Capital in Q2 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's Pinnacle West Capital position peaked at $12K in Q2 2014.
  • 402 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.