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NWQ Investment Management Company’s Pinnacle West Capital PNW Stock Holding History

NWQ Investment Management Company’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
Q3 		$1.01M Buy
13,501
+863
+7% +$66.1K 0.05% 140
2020
Q2 		$926 Buy
+12,638
New +$954K 0.03% 141
2015
Q3 		– Sell
-464,512
Closed -$26.4M – 164
2015
Q2 		$26.4M Buy
464,512
+25,629
+6% +$1.55M 0.37% 88
2015
Q1 		$28M Buy
438,883
+134,168
+44% +$8.95M 0.35% 87
2014
Q4 		$20.8M Buy
+304,715
New +$18.9M 0.25% 94

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

NWQ Investment Management Company's PNW Position: Q3 2020 in Review

NWQ Investment Management Company increased its Pinnacle West Capital (PNW) stake by 6.8% in Q3 2020, buying an estimated $66.1K and bringing the position to 13,501 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #140.

NWQ Investment Management Company first reported a position in PNW in Q4 2014 and has held it in 5 quarters since. The position peaked at $28M in Q1 2015. 506 funds tracked by Wall St. Rank hold PNW as of Q3 2020.

  • NWQ Investment Management Company held 13,501 shares of Pinnacle West Capital worth $1.01M as of Q3 2020.
  • NWQ Investment Management Company bought 863 Pinnacle West Capital shares in Q3 2020, an estimated $66.1K.
  • Pinnacle West Capital made up 0.05% of NWQ Investment Management Company's portfolio in Q3 2020, its #140 holding.
  • NWQ Investment Management Company first reported a position in Pinnacle West Capital in Q4 2014 and has held it in 5 quarters since.
  • NWQ Investment Management Company's Pinnacle West Capital position peaked at $28M in Q1 2015.
  • 506 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.