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Robert N. Shapiro’s Pinnacle West Capital PNW Stock Holding History

Robert N. Shapiro’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
Q4 		$24K Buy
+353
New +$21.9K ﹤0.01% 591
2013
Q4 		– Sell
-510
Closed -$28K – 866
2013
Q3 		$28K Buy
+510
New +$28.6K ﹤0.01% 723

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Robert N. Shapiro's PNW Position: Q4 2014 in Review

Robert N. Shapiro opened a new position in Pinnacle West Capital (PNW) in Q4 2014: 353 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Robert N. Shapiro previously reported a position in PNW as recently as Q3 2013.

Robert N. Shapiro first reported a position in PNW in Q3 2013 and has held it in 2 quarters since. The position peaked at $28K in Q3 2013. 411 funds tracked by Wall St. Rank hold PNW as of Q4 2014.

  • Robert N. Shapiro held 353 shares of Pinnacle West Capital worth $24K as of Q4 2014.
  • Pinnacle West Capital was a new Robert N. Shapiro position in Q4 2014.
  • Pinnacle West Capital made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #591 holding.
  • Robert N. Shapiro first reported a position in Pinnacle West Capital in Q3 2013 and has held it in 2 quarters since.
  • Robert N. Shapiro's Pinnacle West Capital position peaked at $28K in Q3 2013.
  • 411 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.