First Citizens Bank & Trust’s Pinnacle West Capital PNW Stock Holding History

First Citizens Bank & Trust’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
2018 Q3	–	Sell	-10,998	Closed	-$886K	–	442
2018 Q2	$886K	Sell	10,998 -1,276	-10%	-$99.8K	0.11%	192
2018 Q1	$980K	Buy	12,274 +633	+5%	+$49.7K	0.13%	177
2017 Q4	$992K	Sell	11,641 -20,499	-64%	-$1.81M	0.13%	164
2017 Q3	$2.72M	Sell	32,140 -636	-2%	-$55.7K	0.35%	86
2017 Q2	$2.79M	Sell	32,776 -6,092	-16%	-$525K	0.36%	82
2017 Q1	$3.24M	Buy	+38,868	New	+$3.11M	0.39%	79
2014 Q1	–	Sell	-3,976	Closed	-$210K	–	346
2013 Q4	$210K	Sell	3,976 -10,539	-73%	-$577K	0.02%	310
2013 Q3	$795K	Buy	14,515 +528	+4%	+$29.6K	0.03%	508
2013 Q2	$776K	Buy	+13,987	New	+$812K	0.03%	485

Other funds holding PNW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

First Citizens Bank & Trust's PNW Position: Q3 2018 in Review

First Citizens Bank & Trust sold out of Pinnacle West Capital (PNW) in Q3 2018, closing a stake of 10,998 shares — an estimated $886K sold.

First Citizens Bank & Trust first reported a position in PNW in Q2 2013 and held it in 9 quarters. The position peaked at $3.24M in Q1 2017. 479 funds tracked by Wall St. Rank hold PNW as of Q3 2018.

First Citizens Bank & Trust reported no remaining Pinnacle West Capital position as of Q3 2018 after selling out during the quarter.
First Citizens Bank & Trust sold 10,998 Pinnacle West Capital shares in Q3 2018, an estimated $886K.
First Citizens Bank & Trust first reported a position in Pinnacle West Capital in Q2 2013 and held it in 9 quarters.
First Citizens Bank & Trust's Pinnacle West Capital position peaked at $3.24M in Q1 2017.
479 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2018.

Based on First Citizens Bank & Trust's 13F filing for Q3 2018, filed 18 Oct 2018.