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Institutional & Family Asset Management’s Pinnacle West Capital PNW Stock Holding History

Institutional & Family Asset 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
2020
Q1 		– Sell
-19
Closed -$2K – 887
2019
Q4 		$2K Hold
19
– – ﹤0.01% 753
2019
Q3 		$2K Buy
+19
New +$1.79K ﹤0.01% 716
2018
Q4 		– Sell
-1,200
Closed -$95K – 869
2018
Q3 		$95K Hold
1,200
– – 0.02% 271
2018
Q2 		$97K Buy
+1,200
New +$93.9K 0.02% 266

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's PNW Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of Pinnacle West Capital (PNW) in Q1 2020, closing a stake of 19 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in PNW in Q2 2018 and held it in 4 quarters. The position peaked at $97K in Q2 2018. 495 funds tracked by Wall St. Rank hold PNW as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining Pinnacle West Capital position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 19 Pinnacle West Capital shares in Q1 2020, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in Pinnacle West Capital in Q2 2018 and held it in 4 quarters.
  • Institutional & Family Asset Management's Pinnacle West Capital position peaked at $97K in Q2 2018.
  • 495 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.