EWM
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Executive Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Executive Wealth Management’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
-1,277
Closed -$120K – 601
2019
Q2 		$120K Buy
1,277
+283
+28% +$27K 0.02% 202
2019
Q1 		$95K Sell
994
-7
-0.7% -$632 0.02% 204
2018
Q4 		$85K Buy
+1,001
New +$86.2K 0.02% 217

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

Executive Wealth Management's PNW Position: Q3 2019 in Review

Executive Wealth Management sold out of Pinnacle West Capital (PNW) in Q3 2019, closing a stake of 1,277 shares — an estimated $120K sold.

Executive Wealth Management first reported a position in PNW in Q4 2018 and held it in 3 quarters. The position peaked at $120K in Q2 2019. 534 funds tracked by Wall St. Rank hold PNW as of Q3 2019.

  • Executive Wealth Management reported no remaining Pinnacle West Capital position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,277 Pinnacle West Capital shares in Q3 2019, an estimated $120K.
  • Executive Wealth Management first reported a position in Pinnacle West Capital in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Pinnacle West Capital position peaked at $120K in Q2 2019.
  • 534 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.