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Alera Investment Advisors’s Pinnacle West Capital PNW Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-170
Closed -$16K – 762
2019
Q1 		$16K Buy
170
+6
+4% +$541 0.01% 351
2018
Q4 		$14K Buy
+164
New +$14.1K 0.01% 362

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alera Investment Advisors's PNW Position: Q2 2019 in Review

Alera Investment Advisors sold out of Pinnacle West Capital (PNW) in Q2 2019, closing a stake of 170 shares — an estimated $16K sold.

Alera Investment Advisors first reported a position in PNW in Q4 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2019. 535 funds tracked by Wall St. Rank hold PNW as of Q2 2019.

  • Alera Investment Advisors reported no remaining Pinnacle West Capital position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 170 Pinnacle West Capital shares in Q2 2019, an estimated $16K.
  • Alera Investment Advisors first reported a position in Pinnacle West Capital in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Pinnacle West Capital position peaked at $16K in Q1 2019.
  • 535 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.