Planning Solutions Group’s Pinnacle West Capital PNW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$764K Hold
8,119
0.39% 51
2019
Q1
$776K Hold
8,119
0.42% 49
2018
Q4
$692K Buy
+8,119
New +$699K 0.42% 48

Other funds holding PNW

Planning Solutions Group's PNW Position: Q2 2019 in Review

Planning Solutions Group held its Pinnacle West Capital (PNW) position steady in Q2 2019 at 8,119 shares worth $764K. The position accounts for 0.39% of the portfolio, ranked #51.

Planning Solutions Group first reported a position in PNW in Q4 2018 and has held it in 3 quarters since. The position peaked at $776K in Q1 2019. 535 funds tracked by Wall St. Rank hold PNW as of Q2 2019.

  • Planning Solutions Group held 8,119 shares of Pinnacle West Capital worth $764K as of Q2 2019.
  • Planning Solutions Group left its Pinnacle West Capital share count unchanged in Q2 2019.
  • Pinnacle West Capital made up 0.39% of Planning Solutions Group's portfolio in Q2 2019, its #51 holding.
  • Planning Solutions Group first reported a position in Pinnacle West Capital in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's Pinnacle West Capital position peaked at $776K in Q1 2019.
  • 535 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.