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Sun Life Financial’s Pinnacle West Capital PNW Stock Holding History

Sun Life Financial’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
2021
Q2 		– Sell
-2,889
Closed -$235K – 393
2021
Q1 		$235K Buy
2,889
+653
+29% +$50.5K 0.02% 111
2020
Q4 		$179K Sell
2,236
-3,749
-63% -$309K 0.02% 121
2020
Q3 		$446K Sell
5,985
-58
-1% -$4.44K 0.07% 96
2020
Q2 		$443K Buy
6,043
+83
+1% +$6.27K 0.09% 91
2020
Q1 		$452K Buy
5,960
+5,894
+8,930% +$535K 0.11% 63
2019
Q4 		$6K Sell
66
-24
-27% -$2.17K ﹤0.01% 406
2019
Q3 		$9K Hold
90
– – ﹤0.01% 530
2019
Q2 		$8K Sell
90
-101
-53% -$9.63K ﹤0.01% 546
2019
Q1 		$18K Sell
191
-117
-38% -$10.6K ﹤0.01% 530
2018
Q4 		$26K Buy
308
+1
+0.3% +$86 0.01% 530
2018
Q3 		$24K Buy
307
+4
+1% +$321 ﹤0.01% 576
2018
Q2 		$24K Buy
303
+262
+639% +$20.5K ﹤0.01% 575
2018
Q1 		$509 Sell
41
-203
-83% -$15.9K ﹤0.01% 431
2017
Q4 		$21K Sell
244
-579
-70% -$51.1K ﹤0.01% 427
2017
Q3 		$70K Buy
823
+7
+0.9% +$613 0.01% 411
2017
Q2 		$69K Buy
816
+811
+16,220% +$69.9K 0.01% 411
2017
Q1 		$60 Hold
5
– – ﹤0.01% 491
2016
Q4 		$59 Buy
+5
New +$375 ﹤0.01% 443

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Sun Life Financial's PNW Position: Q2 2021 in Review

Sun Life Financial sold out of Pinnacle West Capital (PNW) in Q2 2021, closing a stake of 2,889 shares — an estimated $235K sold.

Sun Life Financial first reported a position in PNW in Q4 2016 and held it in 18 quarters. The position peaked at $452K in Q1 2020. 503 funds tracked by Wall St. Rank hold PNW as of Q2 2021.

  • Sun Life Financial reported no remaining Pinnacle West Capital position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 2,889 Pinnacle West Capital shares in Q2 2021, an estimated $235K.
  • Sun Life Financial first reported a position in Pinnacle West Capital in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Pinnacle West Capital position peaked at $452K in Q1 2020.
  • 503 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.