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Bridgeworth’s Pinnacle West Capital PNW Stock Holding History

Bridgeworth’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
Q3 		– Sell
-2,806
Closed -$264K – 140
2019
Q2 		$264K Hold
2,806
– – 0.1% 98
2019
Q1 		$268K Buy
+2,806
New +$253K 0.11% 102
2018
Q3 		– Sell
-1,403
Closed -$113K – 428
2018
Q2 		$113K Sell
1,403
-1,403
-50% -$110K 0.05% 189
2018
Q1 		$223K Buy
+2,806
New +$220K 0.1% 134
2017
Q2 		– Sell
-2,806
Closed -$235K – 151
2017
Q1 		$235K Buy
+2,806
New +$224K 0.12% 127

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

Bridgeworth's PNW Position: Q3 2019 in Review

Bridgeworth sold out of Pinnacle West Capital (PNW) in Q3 2019, closing a stake of 2,806 shares — an estimated $264K sold.

Bridgeworth first reported a position in PNW in Q1 2017 and held it in 5 quarters. The position peaked at $268K in Q1 2019. 534 funds tracked by Wall St. Rank hold PNW as of Q3 2019.

  • Bridgeworth reported no remaining Pinnacle West Capital position as of Q3 2019 after selling out during the quarter.
  • Bridgeworth sold 2,806 Pinnacle West Capital shares in Q3 2019, an estimated $264K.
  • Bridgeworth first reported a position in Pinnacle West Capital in Q1 2017 and held it in 5 quarters.
  • Bridgeworth's Pinnacle West Capital position peaked at $268K in Q1 2019.
  • 534 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2019.

Based on Bridgeworth's 13F filing for Q3 2019, filed 15 Oct 2019.