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BerganKDV Wealth Management’s MasTec MTZ Stock Holding History

BerganKDV Wealth Management’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
2016
Q3 		– Sell
-30,034
Closed -$670K – 155
2016
Q2 		$670K Sell
30,034
-735
-2% -$16.3K 0.29% 72
2016
Q1 		$623K Buy
+30,769
New +$504K 0.37% 72

Other funds holding MTZ

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's MTZ Position: Q3 2016 in Review

BerganKDV Wealth Management sold out of MasTec (MTZ) in Q3 2016, closing a stake of 30,034 shares — an estimated $670K sold.

BerganKDV Wealth Management first reported a position in MTZ in Q1 2016 and held it in 2 quarters. The position peaked at $670K in Q2 2016. 205 funds tracked by Wall St. Rank hold MTZ as of Q3 2016.

  • BerganKDV Wealth Management reported no remaining MasTec position as of Q3 2016 after selling out during the quarter.
  • BerganKDV Wealth Management sold 30,034 MasTec shares in Q3 2016, an estimated $670K.
  • BerganKDV Wealth Management first reported a position in MasTec in Q1 2016 and held it in 2 quarters.
  • BerganKDV Wealth Management's MasTec position peaked at $670K in Q2 2016.
  • 205 funds tracked by Wall St. Rank held MasTec as of Q3 2016.

Based on BerganKDV Wealth Management's 13F filing for Q3 2016, filed 31 Oct 2016.