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Advisor Group’s Pinnacle West Capital PNW Stock Holding History

Advisor Group’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
2019
Q4 		$506K Buy
5,622
+2,425
+76% +$219K ﹤0.01% 1662
2019
Q3 		$310K Sell
3,197
-406
-11% -$38.2K ﹤0.01% 1984
2019
Q2 		$340K Buy
3,603
+283
+9% +$27K ﹤0.01% 1901
2019
Q1 		$317K Sell
3,320
-28
-0.8% -$2.53K ﹤0.01% 1931
2018
Q4 		$286K Buy
3,348
+639
+24% +$55K ﹤0.01% 1817
2018
Q3 		$215K Buy
2,709
+595
+28% +$47.8K ﹤0.01% 2109
2018
Q2 		$171K Sell
2,114
-332
-14% -$26K ﹤0.01% 2093
2018
Q1 		$197K Sell
2,446
-2,097
-46% -$165K ﹤0.01% 1987
2017
Q4 		$389K Buy
4,543
+431
+10% +$38.1K 0.01% 1491
2017
Q3 		$348K Sell
4,112
-574
-12% -$50.3K 0.01% 1429
2017
Q2 		$400K Buy
4,686
+2,804
+149% +$242K 0.01% 1295
2017
Q1 		$158K Sell
1,882
-600
-24% -$48K ﹤0.01% 1838
2016
Q4 		$194K Sell
2,482
-2,027
-45% -$152K ﹤0.01% 1570
2016
Q3 		$342K Buy
4,509
+262
+6% +$20.4K 0.01% 1196
2016
Q2 		$342K Buy
+4,247
New +$317K 0.01% 1126

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's PNW Position: Q4 2019 in Review

Advisor Group increased its Pinnacle West Capital (PNW) stake by 76% in Q4 2019, buying an estimated $219K and bringing the position to 5,622 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Advisor Group first reported a position in PNW in Q2 2016 and has held it in 15 quarters since. 516 funds tracked by Wall St. Rank hold PNW as of Q4 2019.

  • Advisor Group held 5,622 shares of Pinnacle West Capital worth $506K as of Q4 2019.
  • Advisor Group bought 2,425 Pinnacle West Capital shares in Q4 2019, an estimated $219K.
  • Pinnacle West Capital made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1662 holding.
  • Advisor Group first reported a position in Pinnacle West Capital in Q2 2016 and has held it in 15 quarters since.
  • 516 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.