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MD Financial Management’s Pinnacle West Capital PNW Stock Holding History

MD Financial 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
2021
Q4 		$1.05M Sell
14,922
-1,128
-7% -$75.8K 0.03% 251
2021
Q3 		$1.16M Buy
16,050
+1,037
+7% +$82.2K 0.03% 245
2021
Q2 		$1.23M Buy
+15,013
New +$1.27M 0.04% 241

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MD Financial Management's PNW Position: Q4 2021 in Review

MD Financial Management reduced its Pinnacle West Capital (PNW) stake by 7% in Q4 2021, selling an estimated $75.8K and leaving 14,922 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #251.

MD Financial Management first reported a position in PNW in Q2 2021 and has held it in 3 quarters since. The position peaked at $1.23M in Q2 2021. 498 funds tracked by Wall St. Rank hold PNW as of Q4 2021.

  • MD Financial Management held 14,922 shares of Pinnacle West Capital worth $1.05M as of Q4 2021.
  • MD Financial Management sold 1,128 Pinnacle West Capital shares in Q4 2021, an estimated $75.8K.
  • Pinnacle West Capital made up 0.03% of MD Financial Management's portfolio in Q4 2021, its #251 holding.
  • MD Financial Management first reported a position in Pinnacle West Capital in Q2 2021 and has held it in 3 quarters since.
  • MD Financial Management's Pinnacle West Capital position peaked at $1.23M in Q2 2021.
  • 498 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.