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EFG Asset Management (Americas)’s Pinnacle West Capital PNW Stock Holding History

EFG Asset Management (Americas)’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
Q3 		– Sell
-15,972
Closed -$1.17M – 147
2020
Q2 		$1.17M Buy
15,972
+2,157
+16% +$163K 0.3% 86
2020
Q1 		$1.05M Buy
13,815
+2,634
+24% +$239K 0.34% 83
2019
Q4 		$1.01M Buy
11,181
+7,228
+183% +$652K 0.27% 94
2019
Q3 		$384K Buy
3,953
+1,705
+76% +$161K 0.12% 99
2019
Q2 		$212K Sell
2,248
-218
-9% -$20.8K 0.06% 110
2019
Q1 		$236K Buy
+2,466
New +$223K 0.07% 109
2018
Q1 		– Sell
-4,267
Closed -$363K – 134
2017
Q4 		$363K Sell
4,267
-388
-8% -$34.3K 0.13% 111
2017
Q3 		$394K Buy
4,655
+554
+14% +$48.5K 0.15% 106
2017
Q2 		$349K Buy
4,101
+331
+9% +$28.5K 0.13% 101
2017
Q1 		$314K Sell
3,770
-1,349
-26% -$108K 0.12% 100
2016
Q4 		$399K Sell
5,119
-25,497
-83% -$1.91M 0.17% 87
2016
Q3 		$2.33M Sell
30,616
-2,311
-7% -$180K 0.98% 34
2016
Q2 		$2.67M Buy
32,927
+3,057
+10% +$228K 1.26% 24
2016
Q1 		$2.24M Buy
29,870
+3,890
+15% +$266K 1.12% 30
2015
Q4 		$1.49M Buy
25,980
+6,698
+35% +$426K 0.92% 31
2015
Q3 		$1.24M Buy
19,282
+10,030
+108% +$613K 0.77% 33
2015
Q2 		$564K Buy
9,252
+2,227
+32% +$134K 0.35% 55
2015
Q1 		$448K Buy
7,025
+1,427
+25% +$95.2K 0.35% 45
2014
Q4 		$382K Buy
5,598
+1,468
+36% +$91.2K 0.23% 59
2014
Q3 		$228K Buy
4,130
+912
+28% +$50.8K 0.23% 30
2014
Q2 		$186K Buy
3,218
+1,373
+74% +$76K 0.17% 32
2014
Q1 		$101K Buy
1,845
+976
+112% +$52.3K 0.08% 40
2013
Q4 		$46K Buy
+869
New +$47.6K 0.04% 72

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EFG Asset Management (Americas)'s PNW Position: Q3 2020 in Review

EFG Asset Management (Americas) sold out of Pinnacle West Capital (PNW) in Q3 2020, closing a stake of 15,972 shares — an estimated $1.17M sold.

EFG Asset Management (Americas) first reported a position in PNW in Q4 2013 and held it in 23 quarters. The position peaked at $2.67M in Q2 2016. 505 funds tracked by Wall St. Rank hold PNW as of Q3 2020.

  • EFG Asset Management (Americas) reported no remaining Pinnacle West Capital position as of Q3 2020 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 15,972 Pinnacle West Capital shares in Q3 2020, an estimated $1.17M.
  • EFG Asset Management (Americas) first reported a position in Pinnacle West Capital in Q4 2013 and held it in 23 quarters.
  • EFG Asset Management (Americas)'s Pinnacle West Capital position peaked at $2.67M in Q2 2016.
  • 505 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2020.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2020, filed 6 Nov 2020.