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Beacon Harbor Wealth Advisors’s MasTec MTZ Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio MTZ Stock Details MTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-53,014
Closed -$1.74M – 49
2020
Q1 		$1.74M Buy
53,014
+26,882
+103% +$1.37M 1.31% 35
2019
Q4 		$1.68M Buy
26,132
+977
+4% +$64.3K 0.99% 45
2019
Q3 		$1.68M Buy
+25,155
New +$1.47M 1.07% 46

Other funds holding MTZ

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Beacon Harbor Wealth Advisors's MTZ Position: Q2 2020 in Review

Beacon Harbor Wealth Advisors sold out of MasTec (MTZ) in Q2 2020, closing a stake of 53,014 shares — an estimated $1.74M sold.

Beacon Harbor Wealth Advisors first reported a position in MTZ in Q3 2019 and held it in 3 quarters. The position peaked at $1.74M in Q1 2020. 320 funds tracked by Wall St. Rank hold MTZ as of Q2 2020.

  • Beacon Harbor Wealth Advisors reported no remaining MasTec position as of Q2 2020 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 53,014 MasTec shares in Q2 2020, an estimated $1.74M.
  • Beacon Harbor Wealth Advisors first reported a position in MasTec in Q3 2019 and held it in 3 quarters.
  • Beacon Harbor Wealth Advisors's MasTec position peaked at $1.74M in Q1 2020.
  • 320 funds tracked by Wall St. Rank held MasTec as of Q2 2020.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2020, filed 17 Aug 2020.