W
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Wealthfront’s Pinnacle West Capital PNW Stock Holding History

Wealthfront’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
Q3 		$811K Buy
10,246
+354
+4% +$28.4K 0.01% 301
2018
Q2 		$797K Sell
9,892
-10,581
-52% -$828K 0.01% 299
2018
Q1 		$1.63M Buy
20,473
+14,727
+256% +$1.16M 0.02% 159
2017
Q4 		$489K Buy
5,746
+2,365
+70% +$209K 0.01% 359
2017
Q3 		$286K Sell
3,381
-165
-5% -$14.5K ﹤0.01% 432
2017
Q2 		$302K Buy
3,546
+691
+24% +$59.5K ﹤0.01% 382
2017
Q1 		$238K Buy
2,855
+298
+12% +$23.8K ﹤0.01% 384
2016
Q4 		$200K Buy
+2,557
New +$192K ﹤0.01% 378
2015
Q4 		– Sell
-1,708
Closed -$110K – 852
2015
Q3 		$110K Buy
1,708
+795
+87% +$48.6K ﹤0.01% 387
2015
Q2 		$52K Sell
913
-225
-20% -$13.6K ﹤0.01% 509
2015
Q1 		$73K Buy
1,138
+289
+34% +$19.3K ﹤0.01% 441
2014
Q4 		$58K Buy
849
+97
+13% +$6.03K ﹤0.01% 454
2014
Q3 		$41K Buy
752
+112
+18% +$6.24K ﹤0.01% 439
2014
Q2 		$36K Buy
640
+238
+59% +$13.2K ﹤0.01% 423
2014
Q1 		$22K Buy
+402
New +$21.5K ﹤0.01% 417

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Wealthfront's PNW Position: Q3 2018 in Review

Wealthfront increased its Pinnacle West Capital (PNW) stake by 3.6% in Q3 2018, buying an estimated $28.4K and bringing the position to 10,246 shares worth $811K. The position accounts for 0.01% of the portfolio, ranked #301.

Wealthfront first reported a position in PNW in Q1 2014 and has held it in 15 quarters since. The position peaked at $1.63M in Q1 2018. 479 funds tracked by Wall St. Rank hold PNW as of Q3 2018.

  • Wealthfront held 10,246 shares of Pinnacle West Capital worth $811K as of Q3 2018.
  • Wealthfront bought 354 Pinnacle West Capital shares in Q3 2018, an estimated $28.4K.
  • Pinnacle West Capital made up 0.01% of Wealthfront's portfolio in Q3 2018, its #301 holding.
  • Wealthfront first reported a position in Pinnacle West Capital in Q1 2014 and has held it in 15 quarters since.
  • Wealthfront's Pinnacle West Capital position peaked at $1.63M in Q1 2018.
  • 479 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.