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Pathway Financial Advisors’s Pinnacle West Capital PNW Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-250
Closed -$20K – 294
2018
Q2 		$20K Hold
250
– – 0.01% 338
2018
Q1 		$20K Hold
250
– – 0.01% 341
2017
Q4 		$21K Buy
+250
New +$22.1K 0.01% 350

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Pathway Financial Advisors's PNW Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Pinnacle West Capital (PNW) in Q3 2018, closing a stake of 250 shares — an estimated $20K sold.

Pathway Financial Advisors first reported a position in PNW in Q4 2017 and held it in 3 quarters. The position peaked at $21K in Q4 2017. 479 funds tracked by Wall St. Rank hold PNW as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Pinnacle West Capital position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 250 Pinnacle West Capital shares in Q3 2018, an estimated $20K.
  • Pathway Financial Advisors first reported a position in Pinnacle West Capital in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Pinnacle West Capital position peaked at $21K in Q4 2017.
  • 479 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.