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Gideon Capital Advisors’s Pinnacle West Capital PNW Stock Holding History

Gideon Capital Advisors’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
Q4 		– Sell
-2,230
Closed -$216K – 365
2019
Q3 		$216K Sell
2,230
-31,958
-93% -$3.01M 0.07% 273
2019
Q2 		$3.22M Buy
34,188
+11,005
+47% +$1.05M 1.11% 13
2019
Q1 		$2.22M Buy
23,183
+2,484
+12% +$224K 0.79% 22
2018
Q4 		$1.76M Buy
+20,699
New +$1.78M 0.72% 28
2017
Q4 		– Sell
-19,581
Closed -$1.66M – 380
2017
Q3 		$1.66M Buy
19,581
+9,160
+88% +$803K 1.63% 4
2017
Q2 		$887K Buy
10,421
+7,521
+259% +$648K 0.98% 9
2017
Q1 		$242K Buy
+2,900
New +$232K 0.14% 316
2015
Q3 		– Sell
-7,204
Closed -$410K – 304
2015
Q2 		$410K Buy
+7,204
New +$434K 0.17% 163
2014
Q4 		– Sell
-76,701
Closed -$4.19M – 287
2014
Q3 		$4.19M Buy
+76,701
New +$4.27M 1.62% 3
2014
Q2 		– Sell
-17,856
Closed -$976K – 306
2014
Q1 		$976K Sell
17,856
-12,879
-42% -$690K 0.54% 59
2013
Q4 		$1.63M Buy
+30,735
New +$1.68M 0.96% 20

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

Gideon Capital Advisors's PNW Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Pinnacle West Capital (PNW) in Q4 2019, closing a stake of 2,230 shares — an estimated $216K sold.

Gideon Capital Advisors first reported a position in PNW in Q4 2013 and held it in 11 quarters. The position peaked at $4.19M in Q3 2014. 516 funds tracked by Wall St. Rank hold PNW as of Q4 2019.

  • Gideon Capital Advisors reported no remaining Pinnacle West Capital position as of Q4 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 2,230 Pinnacle West Capital shares in Q4 2019, an estimated $216K.
  • Gideon Capital Advisors first reported a position in Pinnacle West Capital in Q4 2013 and held it in 11 quarters.
  • Gideon Capital Advisors's Pinnacle West Capital position peaked at $4.19M in Q3 2014.
  • 516 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.