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Winslow Evans & Crocker’s Pinnacle West Capital PNW Stock Holding History

Winslow Evans & Crocker’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
Q4 		$54K Hold
675
– – 0.01% 578
2020
Q3 		$51K Hold
675
– – 0.01% 457
2020
Q2 		$49K Sell
675
-1
-0.1% -$76 0.01% 466
2020
Q1 		$52K Hold
676
– – 0.02% 423
2019
Q4 		$62K Hold
676
– – 0.02% 465
2019
Q3 		$68K Hold
676
– – 0.02% 454
2019
Q2 		$66K Sell
676
-46
-6% -$4.38K 0.02% 464
2019
Q1 		$72K Hold
722
– – 0.02% 430
2018
Q4 		$64K Buy
722
+46
+7% +$3.96K 0.02% 423
2018
Q3 		$56K Hold
676
– – 0.02% 466
2018
Q2 		$56K Sell
676
-200
-23% -$15.6K 0.02% 472
2018
Q1 		$69.8K Hold
876
– – 0.02% 419
2017
Q4 		$74.5K Hold
876
– – 0.02% 415
2017
Q3 		$74K Buy
876
+1
+0.1% +$88 0.02% 406
2017
Q2 		$74.5K Sell
875
-1
-0.1% -$86 0.02% 476
2017
Q1 		$73K Hold
876
– – 0.02% 467
2016
Q4 		$68.3K Hold
876
– – 0.02% 463
2016
Q3 		$66.5K Hold
876
– – 0.02% 484
2016
Q2 		$70.9K Buy
876
+1
+0.1% +$75 0.02% 445
2016
Q1 		$65.7K Sell
875
-1
-0.1% -$68 0.02% 447
2015
Q4 		$56.4K Hold
876
– – 0.02% 509
2015
Q3 		$56.1K Hold
876
– – 0.02% 496
2015
Q2 		$49.8K Hold
876
– – 0.01% 549
2015
Q1 		$55.8K Buy
876
+476
+119% +$31.8K 0.02% 528
2014
Q4 		$27.3K Hold
400
– – 0.01% 659
2014
Q3 		$21.9K Hold
400
– – 0.01% 719
2014
Q2 		$23.1K Hold
400
– – 0.01% 640
2014
Q1 		$21.9K Hold
400
– – 0.01% 645
2013
Q4 		$21K Buy
+400
New +$21.9K 0.01% 689

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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winslow Evans & Crocker's PNW Position: Q4 2020 in Review

Winslow Evans & Crocker held its Pinnacle West Capital (PNW) position steady in Q4 2020 at 675 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #578.

Winslow Evans & Crocker first reported a position in PNW in Q4 2013 and has held it in 29 quarters since. The position peaked at $74.5K in Q4 2017. 526 funds tracked by Wall St. Rank hold PNW as of Q4 2020.

  • Winslow Evans & Crocker held 675 shares of Pinnacle West Capital worth $54K as of Q4 2020.
  • Winslow Evans & Crocker left its Pinnacle West Capital share count unchanged in Q4 2020.
  • Pinnacle West Capital made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #578 holding.
  • Winslow Evans & Crocker first reported a position in Pinnacle West Capital in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Pinnacle West Capital position peaked at $74.5K in Q4 2017.
  • 526 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.