SIM
PNW icon

SSI Investment Management’s Pinnacle West Capital PNW Stock Holding History

SSI Investment Management’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
Q1 		– Sell
-15,983
Closed -$846K – 428
2013
Q4 		$846K Buy
15,983
+7,185
+82% +$394K 0.08% 245
2013
Q3 		$482K Buy
+8,798
New +$494K 0.04% 310

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

SSI Investment Management's PNW Position: Q1 2014 in Review

SSI Investment Management sold out of Pinnacle West Capital (PNW) in Q1 2014, closing a stake of 15,983 shares — an estimated $846K sold.

SSI Investment Management first reported a position in PNW in Q3 2013 and held it in 2 quarters. The position peaked at $846K in Q4 2013. 385 funds tracked by Wall St. Rank hold PNW as of Q1 2014.

  • SSI Investment Management reported no remaining Pinnacle West Capital position as of Q1 2014 after selling out during the quarter.
  • SSI Investment Management sold 15,983 Pinnacle West Capital shares in Q1 2014, an estimated $846K.
  • SSI Investment Management first reported a position in Pinnacle West Capital in Q3 2013 and held it in 2 quarters.
  • SSI Investment Management's Pinnacle West Capital position peaked at $846K in Q4 2013.
  • 385 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2014.

Based on SSI Investment Management's 13F filing for Q1 2014, filed 9 May 2014.