GWCM
PNW icon

Godshalk Welsh Capital Management’s Pinnacle West Capital PNW Stock Holding History

Godshalk Welsh Capital 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
2016
Q2 		– Sell
-2,850
Closed -$214K – 132
2016
Q1 		$214K Buy
+2,850
New +$195K 0.22% 131
2015
Q2 		– Sell
-3,400
Closed -$217K – 142
2015
Q1 		$217K Hold
3,400
– – 0.22% 129
2014
Q4 		$232K Buy
+3,400
New +$211K 0.21% 130

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Godshalk Welsh Capital Management's PNW Position: Q2 2016 in Review

Godshalk Welsh Capital Management sold out of Pinnacle West Capital (PNW) in Q2 2016, closing a stake of 2,850 shares — an estimated $214K sold.

Godshalk Welsh Capital Management first reported a position in PNW in Q4 2014 and held it in 3 quarters. The position peaked at $232K in Q4 2014. 450 funds tracked by Wall St. Rank hold PNW as of Q2 2016.

  • Godshalk Welsh Capital Management reported no remaining Pinnacle West Capital position as of Q2 2016 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 2,850 Pinnacle West Capital shares in Q2 2016, an estimated $214K.
  • Godshalk Welsh Capital Management first reported a position in Pinnacle West Capital in Q4 2014 and held it in 3 quarters.
  • Godshalk Welsh Capital Management's Pinnacle West Capital position peaked at $232K in Q4 2014.
  • 450 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2016.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.