DG
PWR icon

Davidson & Garrard’s Quanta Services PWR Stock Holding History

Davidson & Garrard’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
2016
Q1 		– Sell
-51,061
Closed -$1.03M – 187
2015
Q4 		$1.03M Sell
51,061
-14,890
-23% -$320K 0.26% 97
2015
Q3 		$1.6M Sell
65,951
-12,632
-16% -$322K 0.41% 80
2015
Q2 		$2.27M Sell
78,583
-8,017
-9% -$234K 0.53% 70
2015
Q1 		$2.47M Sell
86,600
-1,770
-2% -$49.6K 0.56% 68
2014
Q4 		$2.51M Buy
88,370
+5,711
+7% +$179K 0.58% 64
2014
Q3 		$3M Buy
82,659
+600
+0.7% +$21.3K 0.73% 51
2014
Q2 		$2.84M Buy
82,059
+4,051
+5% +$140K 0.68% 56
2014
Q1 		$2.88M Buy
78,008
+7
+0% +$234 0.72% 54
2013
Q4 		$2.46M Sell
78,001
-6,577
-8% -$193K 0.62% 57
2013
Q3 		$2.33M Buy
84,578
+8,015
+10% +$217K 0.66% 56
2013
Q2 		$2.03M Buy
+76,563
New +$2.13M 0.6% 59

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return