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Bellecapital’s Pinnacle West Capital PNW Stock Holding History

Bellecapital’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
2020
Q2 		– Sell
-3,047
Closed -$231K – 173
2020
Q1 		$231K Buy
3,047
+403
+15% +$36.6K 0.15% 115
2019
Q4 		$238K Buy
2,644
+140
+6% +$12.6K 0.12% 126
2019
Q3 		$243K Buy
+2,504
New +$236K 0.15% 115

Other funds holding PNW

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bellecapital's PNW Position: Q2 2020 in Review

Bellecapital sold out of Pinnacle West Capital (PNW) in Q2 2020, closing a stake of 3,047 shares — an estimated $231K sold.

Bellecapital first reported a position in PNW in Q3 2019 and held it in 3 quarters. The position peaked at $243K in Q3 2019. 497 funds tracked by Wall St. Rank hold PNW as of Q2 2020.

  • Bellecapital reported no remaining Pinnacle West Capital position as of Q2 2020 after selling out during the quarter.
  • Bellecapital sold 3,047 Pinnacle West Capital shares in Q2 2020, an estimated $231K.
  • Bellecapital first reported a position in Pinnacle West Capital in Q3 2019 and held it in 3 quarters.
  • Bellecapital's Pinnacle West Capital position peaked at $243K in Q3 2019.
  • 497 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2020.

Based on Bellecapital's 13F filing for Q2 2020, filed 16 Jul 2020.