Private Ocean’s Pinnacle West Capital PNW Stock Holding History

Private Ocean’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
2019 Q4	–	Sell	-18	Closed	-$2K	–	592
2019 Q3	$2K	Buy	+18	New	+$1.7K	﹤0.01%	542

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Ocean's PNW Position: Q4 2019 in Review

Private Ocean sold out of Pinnacle West Capital (PNW) in Q4 2019, closing a stake of 18 shares — an estimated $2K sold.

Private Ocean first reported a position in PNW in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 516 funds tracked by Wall St. Rank hold PNW as of Q4 2019.

Private Ocean reported no remaining Pinnacle West Capital position as of Q4 2019 after selling out during the quarter.
Private Ocean sold 18 Pinnacle West Capital shares in Q4 2019, an estimated $2K.
Private Ocean first reported a position in Pinnacle West Capital in Q3 2019 and held it in 1 quarter.
Private Ocean's Pinnacle West Capital position peaked at $2K in Q3 2019.
516 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2019.

Based on Private Ocean's 13F filing for Q4 2019, filed 5 Feb 2020.