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Squar Milner Financial Services’s Pinnacle West Capital PNW Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-26
Closed -$1K – 567
2020
Q1 		$1K Hold
26
– – ﹤0.01% 731
2019
Q4 		$2K Buy
+26
New +$2.35K ﹤0.01% 751
2019
Q3 		– Sell
-38
Closed -$4K – 574
2019
Q2 		$4K Sell
38
-30
-44% -$2.86K ﹤0.01% 632
2019
Q1 		$6K Hold
68
– – ﹤0.01% 641
2018
Q4 		$6K Hold
68
– – 0.01% 539
2018
Q3 		$5K Hold
68
– – ﹤0.01% 612
2018
Q2 		$5K Buy
+68
New +$5.32K ﹤0.01% 705

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's PNW Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Pinnacle West Capital (PNW) in Q2 2020, closing a stake of 26 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in PNW in Q2 2018 and held it in 7 quarters. The position peaked at $6K in Q1 2019. 497 funds tracked by Wall St. Rank hold PNW as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Pinnacle West Capital position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 26 Pinnacle West Capital shares in Q2 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in Pinnacle West Capital in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Pinnacle West Capital position peaked at $6K in Q1 2019.
  • 497 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.