Tortoise Capital Advisors’s Pinnacle West Capital PNW Stock Holding History

Tortoise Capital Advisors’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	-12	Closed	-$1K	–	189
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	160
2017 Q3	$1K	Hold	12	–	–	﹤0.01%	150
2017 Q2	$1K	Hold	12	–	–	﹤0.01%	149
2017 Q1	$1K	Hold	12	–	–	﹤0.01%	149
2016 Q4	$1K	Hold	12	–	–	﹤0.01%	154
2016 Q3	$1K	Hold	12	–	–	﹤0.01%	148
2016 Q2	$1K	Hold	12	–	–	﹤0.01%	143
2016 Q1	$1K	Sell	12 -3	-20%	-$205	﹤0.01%	147
2015 Q4	$1K	Hold	15	–	–	﹤0.01%	142
2015 Q3	$1K	Hold	15	–	–	﹤0.01%	145
2015 Q2	$1K	Hold	15	–	–	﹤0.01%	147
2015 Q1	$1K	Sell	15 -11	-42%	-$734	﹤0.01%	136
2014 Q4	$2K	Buy	26 +9	+53%	+$559	﹤0.01%	117
2014 Q3	$1K	Hold	17	–	–	﹤0.01%	116
2014 Q2	$1K	Buy	+17	New	+$941	﹤0.01%	117

Other funds holding PNW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WCM

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

Tortoise Capital Advisors's PNW Position: Q1 2018 in Review

Tortoise Capital Advisors sold out of Pinnacle West Capital (PNW) in Q1 2018, closing a stake of 12 shares — an estimated $1K sold.

Tortoise Capital Advisors first reported a position in PNW in Q2 2014 and held it in 15 quarters. The position peaked at $2K in Q4 2014. 494 funds tracked by Wall St. Rank hold PNW as of Q1 2018.

Tortoise Capital Advisors reported no remaining Pinnacle West Capital position as of Q1 2018 after selling out during the quarter.
Tortoise Capital Advisors sold 12 Pinnacle West Capital shares in Q1 2018, an estimated $1K.
Tortoise Capital Advisors first reported a position in Pinnacle West Capital in Q2 2014 and held it in 15 quarters.
Tortoise Capital Advisors's Pinnacle West Capital position peaked at $2K in Q4 2014.
494 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2018.

Based on Tortoise Capital Advisors's 13F filing for Q1 2018, filed 15 May 2018.