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Liberty Mutual Group Asset Management’s Pinnacle West Capital PNW Stock Holding History

Liberty Mutual Group 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
2018
Q4 		– Sell
-4,474
Closed -$354K – 595
2018
Q3 		$354K Sell
4,474
-46
-1% -$3.69K 0.01% 873
2018
Q2 		$364K Buy
4,520
+25
+0.6% +$1.96K 0.01% 884
2018
Q1 		$359K Hold
4,495
– – 0.01% 857
2017
Q4 		$383K Sell
4,495
-69
-2% -$6.09K 0.01% 867
2017
Q3 		$386K Sell
4,564
-1,729
-27% -$152K 0.02% 849
2017
Q2 		$537K Buy
6,293
+3,047
+94% +$262K 0.02% 862
2017
Q1 		$271K Sell
3,246
-3,148
-49% -$252K 0.01% 970
2016
Q4 		$499K Buy
6,394
+2,205
+53% +$165K 0.02% 919
2016
Q3 		$319K Sell
4,189
-3,270
-44% -$255K 0.01% 959
2016
Q2 		$605K Buy
7,459
+955
+15% +$71.2K 0.02% 856
2016
Q1 		$488K Buy
6,504
+4
+0.1% +$273 0.02% 883
2015
Q4 		$419K Sell
6,500
-16,993
-72% -$1.08M 0.02% 885
2015
Q3 		$1.51M Sell
23,493
-197
-0.8% -$12K 0.06% 596
2015
Q2 		$1.35M Sell
23,690
-6,792
-22% -$409K 0.05% 781
2015
Q1 		$1.94M Buy
30,482
+2,299
+8% +$153K 0.06% 613
2014
Q4 		$1.93M Sell
28,183
-826
-3% -$51.3K 0.06% 600
2014
Q3 		$1.58M Sell
29,009
-1,370
-5% -$76.3K 0.05% 671
2014
Q2 		$1.76M Buy
30,379
+1,920
+7% +$106K 0.06% 629
2014
Q1 		$1.55M Buy
28,459
+5,313
+23% +$285K 0.05% 675
2013
Q4 		$1.23M Buy
23,146
+16,520
+249% +$905K 0.04% 702
2013
Q3 		$362K Buy
6,626
+1,399
+27% +$78.6K 0.01% 969
2013
Q2 		$290K Buy
+5,227
New +$303K 0.01% 946

Other funds holding PNW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Liberty Mutual Group Asset Management's PNW Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Pinnacle West Capital (PNW) in Q4 2018, closing a stake of 4,474 shares — an estimated $354K sold.

Liberty Mutual Group Asset Management first reported a position in PNW in Q2 2013 and held it in 22 quarters. The position peaked at $1.94M in Q1 2015. 521 funds tracked by Wall St. Rank hold PNW as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Pinnacle West Capital position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 4,474 Pinnacle West Capital shares in Q4 2018, an estimated $354K.
  • Liberty Mutual Group Asset Management first reported a position in Pinnacle West Capital in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Pinnacle West Capital position peaked at $1.94M in Q1 2015.
  • 521 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.