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SVB Wealth’s Pinnacle West Capital PNW Stock Holding History

SVB Wealth’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
-2,714
Closed -$244K – 667
2019
Q4 		$244K Buy
2,714
+209
+8% +$18.9K ﹤0.01% 538
2019
Q3 		$243K Hold
2,505
– – ﹤0.01% 459
2019
Q2 		$236K Hold
2,505
– – 0.01% 472
2019
Q1 		$239K Hold
2,505
– – 0.01% 368
2018
Q4 		$213K Buy
+2,505
New +$216K 0.01% 375
2018
Q3 		– Sell
-2,710
Closed -$218K – 455
2018
Q2 		$218K Sell
2,710
-12
-0.4% -$939 0.01% 410
2018
Q1 		$217K Sell
2,722
-388
-12% -$30.4K 0.01% 418
2017
Q4 		$265K Buy
+3,110
New +$275K 0.01% 416
2017
Q1 		– Sell
-9,549
Closed -$745K – 506
2016
Q4 		$745K Buy
9,549
+1,928
+25% +$145K 0.03% 289
2016
Q3 		$579K Buy
7,621
+820
+12% +$63.8K 0.02% 318
2016
Q2 		$551K Sell
6,801
-375
-5% -$28K 0.02% 325
2016
Q1 		$539K Buy
7,176
+1,467
+26% +$100K 0.02% 335
2015
Q4 		$368K Buy
5,709
+2,077
+57% +$132K 0.01% 429
2015
Q3 		$233K Buy
+3,632
New +$222K 0.01% 500
2015
Q2 		– Sell
-3,161
Closed -$202K – 575
2015
Q1 		$202K Buy
+3,161
New +$211K 0.01% 531

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 $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SVB Wealth's PNW Position: Q1 2020 in Review

SVB Wealth sold out of Pinnacle West Capital (PNW) in Q1 2020, closing a stake of 2,714 shares — an estimated $244K sold.

SVB Wealth first reported a position in PNW in Q1 2015 and held it in 15 quarters. The position peaked at $745K in Q4 2016. 494 funds tracked by Wall St. Rank hold PNW as of Q1 2020.

  • SVB Wealth reported no remaining Pinnacle West Capital position as of Q1 2020 after selling out during the quarter.
  • SVB Wealth sold 2,714 Pinnacle West Capital shares in Q1 2020, an estimated $244K.
  • SVB Wealth first reported a position in Pinnacle West Capital in Q1 2015 and held it in 15 quarters.
  • SVB Wealth's Pinnacle West Capital position peaked at $745K in Q4 2016.
  • 494 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2020.

Based on SVB Wealth's 13F filing for Q1 2020, filed 11 May 2020.