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Sumit Capital’s Pinnacle West Capital PNW Stock Holding History

Sumit Capital’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
2014
Q2 		– Sell
-4,201
Closed -$230K – 153
2014
Q1 		$230K Sell
4,201
-2,683
-39% -$144K 0.87% 47
2013
Q4 		$364K Buy
+6,884
New +$377K 0.65% 44

Other funds holding PNW

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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Sumit Capital's PNW Position: Q2 2014 in Review

Sumit Capital sold out of Pinnacle West Capital (PNW) in Q2 2014, closing a stake of 4,201 shares — an estimated $230K sold.

Sumit Capital first reported a position in PNW in Q4 2013 and held it in 2 quarters. The position peaked at $364K in Q4 2013. 385 funds tracked by Wall St. Rank hold PNW as of Q2 2014.

  • Sumit Capital reported no remaining Pinnacle West Capital position as of Q2 2014 after selling out during the quarter.
  • Sumit Capital sold 4,201 Pinnacle West Capital shares in Q2 2014, an estimated $230K.
  • Sumit Capital first reported a position in Pinnacle West Capital in Q4 2013 and held it in 2 quarters.
  • Sumit Capital's Pinnacle West Capital position peaked at $364K in Q4 2013.
  • 385 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2014.

Based on Sumit Capital's 13F filing for Q2 2014, filed 22 Jul 2014.