WCA
PNW icon

Westover Capital Advisors’s Pinnacle West Capital PNW Stock Holding History

Westover Capital Advisors’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
2019
Q4 		– Sell
-6,525
Closed -$633K – 151
2019
Q3 		$633K Sell
6,525
-75
-1% -$7.07K 0.3% 73
2019
Q2 		$621K Sell
6,600
-8
-0.1% -$762 0.31% 71
2019
Q1 		$632K Buy
6,608
+1,081
+20% +$97.6K 0.33% 68
2018
Q4 		$471K Buy
+5,527
New +$476K 0.29% 69

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westover Capital Advisors's PNW Position: Q4 2019 in Review

Westover Capital Advisors sold out of Pinnacle West Capital (PNW) in Q4 2019, closing a stake of 6,525 shares — an estimated $633K sold.

Westover Capital Advisors first reported a position in PNW in Q4 2018 and held it in 4 quarters. The position peaked at $633K in Q3 2019. 516 funds tracked by Wall St. Rank hold PNW as of Q4 2019.

  • Westover Capital Advisors reported no remaining Pinnacle West Capital position as of Q4 2019 after selling out during the quarter.
  • Westover Capital Advisors sold 6,525 Pinnacle West Capital shares in Q4 2019, an estimated $633K.
  • Westover Capital Advisors first reported a position in Pinnacle West Capital in Q4 2018 and held it in 4 quarters.
  • Westover Capital Advisors's Pinnacle West Capital position peaked at $633K in Q3 2019.
  • 516 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2019.

Based on Westover Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.