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Lebenthal Global Advisors’s Pinnacle West Capital PNW Stock Holding History

Lebenthal Global 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
2021
Q1 		– Sell
-51
Closed -$4K – 436
2020
Q4 		$4K Buy
+51
New +$4.2K ﹤0.01% 507

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Massachusetts Financial Services
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Ameriprise
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Lebenthal Global Advisors's PNW Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Pinnacle West Capital (PNW) in Q1 2021, closing a stake of 51 shares — an estimated $4K sold.

Lebenthal Global Advisors first reported a position in PNW in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 499 funds tracked by Wall St. Rank hold PNW as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Pinnacle West Capital position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 51 Pinnacle West Capital shares in Q1 2021, an estimated $4K.
  • Lebenthal Global Advisors first reported a position in Pinnacle West Capital in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Pinnacle West Capital position peaked at $4K in Q4 2020.
  • 499 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.