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Recurrent Investment Advisors’s Pinnacle West Capital PNW Stock Holding History

Recurrent Investment 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
Q1 		– Sell
-6,338
Closed -$570K – 40
2019
Q4 		$570K Buy
+6,338
New +$572K 0.73% 31

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Recurrent Investment Advisors's PNW Position: Q1 2020 in Review

Recurrent Investment Advisors sold out of Pinnacle West Capital (PNW) in Q1 2020, closing a stake of 6,338 shares — an estimated $570K sold.

Recurrent Investment Advisors first reported a position in PNW in Q4 2019 and held it in 1 quarter. The position peaked at $570K in Q4 2019. 495 funds tracked by Wall St. Rank hold PNW as of Q1 2020.

  • Recurrent Investment Advisors reported no remaining Pinnacle West Capital position as of Q1 2020 after selling out during the quarter.
  • Recurrent Investment Advisors sold 6,338 Pinnacle West Capital shares in Q1 2020, an estimated $570K.
  • Recurrent Investment Advisors first reported a position in Pinnacle West Capital in Q4 2019 and held it in 1 quarter.
  • Recurrent Investment Advisors's Pinnacle West Capital position peaked at $570K in Q4 2019.
  • 495 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2020.

Based on Recurrent Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.