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Windsor Capital Management’s Pinnacle West Capital PNW Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-500
Closed -$32K – 351
2015
Q3 		$32K Buy
+500
New +$30.6K 0.02% 199
2014
Q1 		– Sell
-500
Closed -$26K – 245
2013
Q4 		$26K Hold
500
– – 0.02% 237
2013
Q3 		$27K Hold
500
– – 0.02% 243
2013
Q2 		$28K Buy
+500
New +$29K 0.02% 226

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $30.5B AUM 29.95% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Windsor Capital Management's PNW Position: Q4 2015 in Review

Windsor Capital Management sold out of Pinnacle West Capital (PNW) in Q4 2015, closing a stake of 500 shares — an estimated $32K sold.

Windsor Capital Management first reported a position in PNW in Q2 2013 and held it in 4 quarters. The position peaked at $32K in Q3 2015. 422 funds tracked by Wall St. Rank hold PNW as of Q4 2015.

  • Windsor Capital Management reported no remaining Pinnacle West Capital position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 500 Pinnacle West Capital shares in Q4 2015, an estimated $32K.
  • Windsor Capital Management first reported a position in Pinnacle West Capital in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Pinnacle West Capital position peaked at $32K in Q3 2015.
  • 422 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.