WFG Advisors’s Pinnacle West Capital PNW Stock Holding History

WFG 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
2017 Q2	$41K	Sell	483 -13	-3%	-$1.12K	0.01%	746
2017 Q1	$41K	Buy	496 +4	+0.8%	+$320	0.01%	715
2016 Q4	$38K	Buy	492 +4	+0.8%	+$300	0.01%	780
2016 Q3	$37K	Buy	488 +4	+0.8%	+$311	0.01%	779
2016 Q2	$39K	Buy	484 +154	+47%	+$11.5K	0.01%	757
2016 Q1	$25K	Buy	330 +3	+0.9%	+$205	0.01%	833
2015 Q4	$21K	Buy	327 +3	+0.9%	+$191	0.01%	887
2015 Q3	$21K	Buy	324 +3	+0.9%	+$183	0.01%	872
2015 Q2	$18K	Buy	321 +3	+0.9%	+$181	0.01%	1009
2015 Q1	$20K	Sell	318 -187	-37%	-$12.5K	0.01%	987
2014 Q4	$35K	Buy	505 +3	+0.6%	+$186	0.01%	1020
2014 Q3	$27K	Buy	502 +93	+23%	+$5.18K	0.01%	1161
2014 Q2	$24K	Buy	409 +4	+1%	+$221	﹤0.01%	1201
2014 Q1	$22K	Buy	405 +3	+0.7%	+$161	﹤0.01%	1218
2013 Q4	$21K	Buy	402 +3	+0.8%	+$164	﹤0.01%	1333
2013 Q3	$22K	Buy	399 +103	+35%	+$5.78K	﹤0.01%	1242
2013 Q2	$16K	Buy	+296	New	+$17.2K	﹤0.01%	1297

Other funds holding PNW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Capital World Investors

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

AQR Capital Management

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

American Century Companies

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

Boston Partners

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return