Sageworth Trust’s Pinnacle West Capital PNW Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-9	Closed	-$1K	–	152
2017 Q4	$1K	Buy	+9	New	+$795	﹤0.01%	100

Other funds holding PNW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WCM

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

Sageworth Trust's PNW Position: Q1 2018 in Review

Sageworth Trust sold out of Pinnacle West Capital (PNW) in Q1 2018, closing a stake of 9 shares — an estimated $1K sold.

Sageworth Trust first reported a position in PNW in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 494 funds tracked by Wall St. Rank hold PNW as of Q1 2018.

Sageworth Trust reported no remaining Pinnacle West Capital position as of Q1 2018 after selling out during the quarter.
Sageworth Trust sold 9 Pinnacle West Capital shares in Q1 2018, an estimated $1K.
Sageworth Trust first reported a position in Pinnacle West Capital in Q4 2017 and held it in 1 quarter.
Sageworth Trust's Pinnacle West Capital position peaked at $1K in Q4 2017.
494 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2018.

Based on Sageworth Trust's 13F filing for Q1 2018, filed 3 May 2018.