Watermark Asset Management’s Pinnacle West Capital PNW Stock Holding History

Watermark Asset 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
2018 Q4	$3K	Hold	41	–	–	﹤0.01%	226
2018 Q3	$3K	Hold	41	–	–	﹤0.01%	197
2018 Q2	$3K	Hold	41	–	–	﹤0.01%	198
2018 Q1	$3K	Hold	41	–	–	﹤0.01%	202
2017 Q4	$3K	Hold	41	–	–	﹤0.01%	207
2017 Q3	$3K	Hold	41	–	–	﹤0.01%	202
2017 Q2	$3K	Hold	41	–	–	﹤0.01%	207
2017 Q1	$3K	Buy	+41	New	+$3.28K	﹤0.01%	204

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Watermark Asset Management's PNW Position: Q4 2018 in Review

Watermark Asset Management held its Pinnacle West Capital (PNW) position steady in Q4 2018 at 41 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Watermark Asset Management first reported a position in PNW in Q1 2017 and has held it in 8 quarters since. 521 funds tracked by Wall St. Rank hold PNW as of Q4 2018.

Watermark Asset Management held 41 shares of Pinnacle West Capital worth $3K as of Q4 2018.
Watermark Asset Management left its Pinnacle West Capital share count unchanged in Q4 2018.
Pinnacle West Capital made up ﹤0.01% of Watermark Asset Management's portfolio in Q4 2018, its #226 holding.
Watermark Asset Management first reported a position in Pinnacle West Capital in Q1 2017 and has held it in 8 quarters since.
521 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.