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Howe & Rusling’s Pinnacle West Capital PNW Stock Holding History

Howe & Rusling’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
-10
Closed -$1K – 866
2019
Q3 		$1K Sell
10
-17
-63% -$1.6K ﹤0.01% 784
2019
Q2 		$3K Sell
27
-28
-51% -$2.67K ﹤0.01% 619
2019
Q1 		$5K Sell
55
-5
-8% -$451 ﹤0.01% 543
2018
Q4 		$5K Sell
60
-6
-9% -$517 ﹤0.01% 548
2018
Q3 		$5K Buy
66
+4
+6% +$321 ﹤0.01% 613
2018
Q2 		$5K Sell
62
-101
-62% -$7.9K ﹤0.01% 558
2018
Q1 		$13K Buy
163
+97
+147% +$7.61K ﹤0.01% 456
2017
Q4 		$6K Buy
66
+15
+29% +$1.32K ﹤0.01% 539
2017
Q3 		$4K Buy
51
+16
+46% +$1.4K ﹤0.01% 626
2017
Q2 		$3K Buy
+35
New +$3.02K ﹤0.01% 733
2014
Q2 		– Sell
-647
Closed -$35K – 907
2014
Q1 		$35K Hold
647
– – 0.01% 377
2013
Q4 		$34K Sell
647
-600
-48% -$32.9K 0.01% 341
2013
Q3 		$68K Sell
1,247
-13
-1% -$730 0.02% 269
2013
Q2 		$70K Buy
+1,260
New +$73.2K 0.02% 277

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

Howe & Rusling's PNW Position: Q4 2019 in Review

Howe & Rusling sold out of Pinnacle West Capital (PNW) in Q4 2019, closing a stake of 10 shares — an estimated $1K sold.

Howe & Rusling first reported a position in PNW in Q2 2013 and held it in 14 quarters. The position peaked at $70K in Q2 2013. 516 funds tracked by Wall St. Rank hold PNW as of Q4 2019.

  • Howe & Rusling reported no remaining Pinnacle West Capital position as of Q4 2019 after selling out during the quarter.
  • Howe & Rusling sold 10 Pinnacle West Capital shares in Q4 2019, an estimated $1K.
  • Howe & Rusling first reported a position in Pinnacle West Capital in Q2 2013 and held it in 14 quarters.
  • Howe & Rusling's Pinnacle West Capital position peaked at $70K in Q2 2013.
  • 516 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2019.

Based on Howe & Rusling's 13F filing for Q4 2019, filed 5 Feb 2020.