First Allied Advisory Services’s Quanta Services PWR Stock Holding History

First Allied Advisory Services’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
2020 Q3	$515K	Buy	+9,744	New	+$453K	0.02%	694
2020 Q2	–	Sell	-9,024	Closed	-$286K	–	1173
2020 Q1	$286K	Buy	9,024 +3,009	+50%	+$112K	0.01%	781
2019 Q4	$239K	Buy	+6,015	New	+$245K	0.01%	1035
2017 Q3	–	Sell	-7,347	Closed	-$243K	–	1174
2017 Q2	$243K	Buy	7,347 +702	+11%	+$23.4K	0.01%	940
2017 Q1	$235K	Sell	6,645 -3,836	-37%	-$140K	0.01%	911
2016 Q4	$365K	Buy	10,481 +94	+0.9%	+$2.95K	0.02%	707
2016 Q3	$291K	Buy	10,387 +393	+4%	+$10K	0.02%	765
2016 Q2	$230K	Buy	9,994 +306	+3%	+$7.07K	0.01%	875
2016 Q1	$217K	Sell	9,688 -2,920	-23%	-$57.8K	0.01%	874
2015 Q4	$259K	Buy	12,608 +3,483	+38%	+$75K	0.01%	838
2015 Q3	$219K	Buy	9,125 +193	+2%	+$4.92K	0.01%	877
2015 Q2	$256K	Buy	+8,932	New	+$261K	0.01%	892

Other funds holding PWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

First Allied Advisory Services's PWR Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in Quanta Services (PWR) in Q3 2020: 9,744 shares worth $515K. The stake represents 0.02% of the portfolio and ranks #694 among its holdings. This is a return to the name: First Allied Advisory Services previously reported a position in PWR as recently as Q1 2020.

First Allied Advisory Services first reported a position in PWR in Q2 2015 and has held it in 12 quarters since. 481 funds tracked by Wall St. Rank hold PWR as of Q3 2020.

First Allied Advisory Services held 9,744 shares of Quanta Services worth $515K as of Q3 2020.
Quanta Services was a new First Allied Advisory Services position in Q3 2020.
Quanta Services made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #694 holding.
First Allied Advisory Services first reported a position in Quanta Services in Q2 2015 and has held it in 12 quarters since.
481 funds tracked by Wall St. Rank held Quanta Services as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.