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Avalon Investment & Advisory’s Quanta Services PWR Stock Holding History

Avalon Investment & Advisory’s Portfolio PWR Stock Details PWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-60,787
Closed -$2.38M – 366
2017
Q4 		$2.38M Buy
60,787
+2,060
+4% +$77.3K 0.07% 191
2017
Q3 		$2.19M Buy
+58,727
New +$2.06M 0.07% 183

Other funds holding PWR

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Avalon Investment & Advisory's PWR Position: Q1 2018 in Review

Avalon Investment & Advisory sold out of Quanta Services (PWR) in Q1 2018, closing a stake of 60,787 shares — an estimated $2.38M sold.

Avalon Investment & Advisory first reported a position in PWR in Q3 2017 and held it in 2 quarters. The position peaked at $2.38M in Q4 2017. 460 funds tracked by Wall St. Rank hold PWR as of Q1 2018.

  • Avalon Investment & Advisory reported no remaining Quanta Services position as of Q1 2018 after selling out during the quarter.
  • Avalon Investment & Advisory sold 60,787 Quanta Services shares in Q1 2018, an estimated $2.38M.
  • Avalon Investment & Advisory first reported a position in Quanta Services in Q3 2017 and held it in 2 quarters.
  • Avalon Investment & Advisory's Quanta Services position peaked at $2.38M in Q4 2017.
  • 460 funds tracked by Wall St. Rank held Quanta Services as of Q1 2018.

Based on Avalon Investment & Advisory's 13F filing for Q1 2018, filed 15 May 2018.