Pinnacle Summer Investments’s Pinnacle West Capital PNW Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$0	Hold	100	–	–	﹤0.01%	956
2015 Q3	$0	Buy	+100	New	+$6.11K	﹤0.01%	1038
2015 Q1	–	Sell	-7	Closed	-$467	–	853
2014 Q4	$7K	Sell	7 -119	-94%	-$7.39K	﹤0.01%	855
2014 Q3	$6K	Hold	126	–	–	﹤0.01%	882
2014 Q2	$7K	Hold	126	–	–	﹤0.01%	804
2014 Q1	$6K	Hold	126	–	–	﹤0.01%	779
2013 Q4	$6K	Hold	126	–	–	﹤0.01%	788
2013 Q3	$6K	Buy	126 +26	+26%	+$1.46K	﹤0.01%	751
2013 Q2	$6K	Buy	+100	New	+$5.81K	﹤0.01%	681

Other funds holding PNW

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Pinnacle Summer Investments's PNW Position: Q4 2015 in Review

Pinnacle Summer Investments held its Pinnacle West Capital (PNW) position steady in Q4 2015 at 100 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Pinnacle Summer Investments first reported a position in PNW in Q2 2013 and has held it in 9 quarters since. The position peaked at $7K in Q4 2014. 422 funds tracked by Wall St. Rank hold PNW as of Q4 2015.

Pinnacle Summer Investments held 100 shares of Pinnacle West Capital worth $0 as of Q4 2015.
Pinnacle Summer Investments left its Pinnacle West Capital share count unchanged in Q4 2015.
Pinnacle West Capital made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #956 holding.
Pinnacle Summer Investments first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 9 quarters since.
Pinnacle Summer Investments's Pinnacle West Capital position peaked at $7K in Q4 2014.
422 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.