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Winton Capital Management’s Pinnacle West Capital PNW Stock Holding History

Winton Capital Management’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
2014
Q1 		$33.6M Sell
614,495
-262,166
-30% -$14M 0.23% 180
2013
Q4 		$46.4M Sell
876,661
-252,144
-22% -$13.8M 0.42% 62
2013
Q3 		$61.8M Buy
1,128,805
+67,886
+6% +$3.81M 0.74% 7
2013
Q2 		$58.8M Buy
+1,060,919
New +$61.6M 0.71% 10

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Winton Capital Management's PNW Position: Q1 2014 in Review

Winton Capital Management reduced its Pinnacle West Capital (PNW) stake by 30% in Q1 2014, selling an estimated $14M and leaving 614,495 shares worth $33.6M. The position accounts for 0.23% of the portfolio, ranked #180.

Winton Capital Management first reported a position in PNW in Q2 2013 and has held it in 4 quarters since. The position peaked at $61.8M in Q3 2013. 386 funds tracked by Wall St. Rank hold PNW as of Q1 2014.

  • Winton Capital Management held 614,495 shares of Pinnacle West Capital worth $33.6M as of Q1 2014.
  • Winton Capital Management sold 262,166 Pinnacle West Capital shares in Q1 2014, an estimated $14M.
  • Pinnacle West Capital made up 0.23% of Winton Capital Management's portfolio in Q1 2014, its #180 holding.
  • Winton Capital Management first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's Pinnacle West Capital position peaked at $61.8M in Q3 2013.
  • 386 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.