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Baird’s Pinnacle West Capital PNW Stock Holding History

Baird’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
Q1 		$247K Sell
3,870
-400
-9% -$26.7K ﹤0.01% 1163
2014
Q4 		$291K Buy
+4,270
New +$265K ﹤0.01% 1103

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 $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baird's PNW Position: Q1 2015 in Review

Baird reduced its Pinnacle West Capital (PNW) stake by 9.4% in Q1 2015, selling an estimated $26.7K and leaving 3,870 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Baird first reported a position in PNW in Q4 2014 and has held it in 2 quarters since. The position peaked at $291K in Q4 2014. 407 funds tracked by Wall St. Rank hold PNW as of Q1 2015.

  • Baird held 3,870 shares of Pinnacle West Capital worth $247K as of Q1 2015.
  • Baird sold 400 Pinnacle West Capital shares in Q1 2015, an estimated $26.7K.
  • Pinnacle West Capital made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1163 holding.
  • Baird first reported a position in Pinnacle West Capital in Q4 2014 and has held it in 2 quarters since.
  • Baird's Pinnacle West Capital position peaked at $291K in Q4 2014.
  • 407 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.