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Shelton Capital Management’s Pinnacle West Capital PNW Stock Holding History

Shelton Capital 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
2020
Q4 		– Sell
-14,006
Closed -$1.04M – 800
2020
Q3 		$1.04M Buy
+14,006
New +$1.07M 0.04% 341
2015
Q3 		– Sell
-11,806
Closed -$672K – 766
2015
Q2 		$672K Hold
11,806
– – 0.07% 272
2015
Q1 		$753K Hold
11,806
– – 0.08% 246
2014
Q4 		$806K Hold
11,806
– – 0.09% 211
2014
Q3 		$645K Hold
11,806
– – 0.09% 249
2014
Q2 		$683K Hold
11,806
– – 0.1% 230
2014
Q1 		$645K Hold
11,806
– – 0.09% 234
2013
Q4 		$625K Hold
11,806
– – 0.09% 234
2013
Q3 		$646K Hold
11,806
– – 0.11% 197
2013
Q2 		$655K Buy
+11,806
New +$685K 0.12% 183

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 $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Shelton Capital Management's PNW Position: Q4 2020 in Review

Shelton Capital Management sold out of Pinnacle West Capital (PNW) in Q4 2020, closing a stake of 14,006 shares — an estimated $1.04M sold.

Shelton Capital Management first reported a position in PNW in Q2 2013 and held it in 10 quarters. The position peaked at $1.04M in Q3 2020. 526 funds tracked by Wall St. Rank hold PNW as of Q4 2020.

  • Shelton Capital Management reported no remaining Pinnacle West Capital position as of Q4 2020 after selling out during the quarter.
  • Shelton Capital Management sold 14,006 Pinnacle West Capital shares in Q4 2020, an estimated $1.04M.
  • Shelton Capital Management first reported a position in Pinnacle West Capital in Q2 2013 and held it in 10 quarters.
  • Shelton Capital Management's Pinnacle West Capital position peaked at $1.04M in Q3 2020.
  • 526 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.