WKA
PNW icon

Wilson Kemp & Associates’s Pinnacle West Capital PNW Stock Holding History

Wilson Kemp & Associates’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
Q3 		– Sell
-4,100
Closed -$237K – 45
2014
Q2 		$237K Sell
4,100
-500
-11% -$27.7K 0.85% 51
2014
Q1 		$251K Sell
4,600
-155
-3% -$8.3K 0.65% 53
2013
Q4 		$252K Sell
4,755
-1,250
-21% -$68.5K 0.48% 57
2013
Q3 		$329K Sell
6,005
-1,400
-19% -$78.6K 0.72% 45
2013
Q2 		$411K Buy
+7,405
New +$430K 0.39% 62

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 $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Wilson Kemp & Associates's PNW Position: Q3 2014 in Review

Wilson Kemp & Associates sold out of Pinnacle West Capital (PNW) in Q3 2014, closing a stake of 4,100 shares — an estimated $237K sold.

Wilson Kemp & Associates first reported a position in PNW in Q2 2013 and held it in 5 quarters. The position peaked at $411K in Q2 2013. 403 funds tracked by Wall St. Rank hold PNW as of Q3 2014.

  • Wilson Kemp & Associates reported no remaining Pinnacle West Capital position as of Q3 2014 after selling out during the quarter.
  • Wilson Kemp & Associates sold 4,100 Pinnacle West Capital shares in Q3 2014, an estimated $237K.
  • Wilson Kemp & Associates first reported a position in Pinnacle West Capital in Q2 2013 and held it in 5 quarters.
  • Wilson Kemp & Associates's Pinnacle West Capital position peaked at $411K in Q2 2013.
  • 403 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.