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Frontier Wealth Management’s Quanta Services PWR Stock Holding History

Frontier Wealth Management’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
Q1 		– Sell
-26,838
Closed -$1.09M – 324
2019
Q4 		$1.09M Buy
26,838
+1
+0% +$41 0.18% 117
2019
Q3 		$1.01M Sell
26,837
-132
-0.5% -$4.77K 0.15% 126
2019
Q2 		$1.03M Buy
26,969
+1
+0% +$38 0.15% 119
2019
Q1 		$1.02M Hold
26,968
– – 0.14% 149
2018
Q4 		$812K Sell
26,968
-316
-1% -$10.2K 0.12% 159
2018
Q3 		$911K Hold
27,284
– – 0.09% 161
2018
Q2 		$911K Sell
27,284
-2,122
-7% -$74.3K 0.13% 152
2018
Q1 		$1.01M Buy
29,406
+5,944
+25% +$216K 0.14% 152
2017
Q4 		$918K Sell
23,462
-848
-3% -$31.8K 0.15% 148
2017
Q3 		$908K Sell
24,310
-17,674
-42% -$620K 0.13% 163
2017
Q2 		$1.38M Sell
41,984
-9,372
-18% -$312K 0.21% 118
2017
Q1 		$1.91M Sell
51,356
-14,759
-22% -$539K 0.29% 90
2016
Q4 		$2.3M Buy
66,115
+2,638
+4% +$82.8K 0.38% 74
2016
Q3 		$1.78M Buy
63,477
+8,731
+16% +$222K 0.27% 91
2016
Q2 		$1.27M Buy
+54,746
New +$1.27M 0.2% 115

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
PP
Peconic Partners New York $8.04B AUM 107.18% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Frontier Wealth Management's PWR Position: Q1 2020 in Review

Frontier Wealth Management sold out of Quanta Services (PWR) in Q1 2020, closing a stake of 26,838 shares — an estimated $1.09M sold.

Frontier Wealth Management first reported a position in PWR in Q2 2016 and held it in 15 quarters. The position peaked at $2.3M in Q4 2016. 441 funds tracked by Wall St. Rank hold PWR as of Q1 2020.

  • Frontier Wealth Management reported no remaining Quanta Services position as of Q1 2020 after selling out during the quarter.
  • Frontier Wealth Management sold 26,838 Quanta Services shares in Q1 2020, an estimated $1.09M.
  • Frontier Wealth Management first reported a position in Quanta Services in Q2 2016 and held it in 15 quarters.
  • Frontier Wealth Management's Quanta Services position peaked at $2.3M in Q4 2016.
  • 441 funds tracked by Wall St. Rank held Quanta Services as of Q1 2020.

Based on Frontier Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.