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SWS Partners’s Pinnacle West Capital PNW Stock Holding History

SWS Partners’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
2018
Q4 		$1.62M Sell
18,976
-6,453
-25% -$556K 1.23% 30
2018
Q3 		$2.47M Buy
25,429
+590
+2% +$47.4K 1.57% 28
2018
Q2 		$2M Buy
24,839
+3,742
+18% +$293K 1.41% 26
2018
Q1 		$1.67M Buy
21,097
+3,306
+19% +$259K 1.23% 28
2017
Q4 		$1.51M Buy
+17,791
New +$1.57M 1.14% 40

Other funds holding PNW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SWS Partners's PNW Position: Q4 2018 in Review

SWS Partners reduced its Pinnacle West Capital (PNW) stake by 25% in Q4 2018, selling an estimated $556K and leaving 18,976 shares worth $1.62M. The position accounts for 1.23% of the portfolio, ranked #30.

SWS Partners first reported a position in PNW in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.47M in Q3 2018. 521 funds tracked by Wall St. Rank hold PNW as of Q4 2018.

  • SWS Partners held 18,976 shares of Pinnacle West Capital worth $1.62M as of Q4 2018.
  • SWS Partners sold 6,453 Pinnacle West Capital shares in Q4 2018, an estimated $556K.
  • Pinnacle West Capital made up 1.23% of SWS Partners's portfolio in Q4 2018, its #30 holding.
  • SWS Partners first reported a position in Pinnacle West Capital in Q4 2017 and has held it in 5 quarters since.
  • SWS Partners's Pinnacle West Capital position peaked at $2.47M in Q3 2018.
  • 521 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2018.

Based on SWS Partners's 13F filing for Q4 2018, filed 4 Feb 2019.