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Rational Advisors’s Pinnacle West Capital PNW Stock Holding History

Rational 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
2020
Q4 		– Sell
-35
Closed -$3K – 509
2020
Q3 		$3K Buy
+35
New +$2.68K ﹤0.01% 440
2016
Q2 		– Sell
-20,400
Closed -$1.53M – 252
2016
Q1 		$1.53M Buy
+20,400
New +$1.39M 1% 25

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rational Advisors's PNW Position: Q4 2020 in Review

Rational Advisors sold out of Pinnacle West Capital (PNW) in Q4 2020, closing a stake of 35 shares — an estimated $3K sold.

Rational Advisors first reported a position in PNW in Q1 2016 and held it in 2 quarters. The position peaked at $1.53M in Q1 2016. 526 funds tracked by Wall St. Rank hold PNW as of Q4 2020.

  • Rational Advisors reported no remaining Pinnacle West Capital position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 35 Pinnacle West Capital shares in Q4 2020, an estimated $3K.
  • Rational Advisors first reported a position in Pinnacle West Capital in Q1 2016 and held it in 2 quarters.
  • Rational Advisors's Pinnacle West Capital position peaked at $1.53M in Q1 2016.
  • 526 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.