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Goelzer Investment Management’s Quanta Services PWR Stock Holding History

Goelzer Investment 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
2015
Q4 		– Sell
-48,560
Closed -$1.18M – 208
2015
Q3 		$1.18M Sell
48,560
-810
-2% -$20.6K 0.19% 144
2015
Q2 		$1.42M Buy
49,370
+1,800
+4% +$52.6K 0.22% 136
2015
Q1 		$1.36M Buy
+47,570
New +$1.33M 0.2% 136

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
KIG
Kovitz Investment Group Chicago, Illinois $1.62B AUM 5.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Goelzer Investment Management's PWR Position: Q4 2015 in Review

Goelzer Investment Management sold out of Quanta Services (PWR) in Q4 2015, closing a stake of 48,560 shares — an estimated $1.18M sold.

Goelzer Investment Management first reported a position in PWR in Q1 2015 and held it in 3 quarters. The position peaked at $1.42M in Q2 2015. 393 funds tracked by Wall St. Rank hold PWR as of Q4 2015.

  • Goelzer Investment Management reported no remaining Quanta Services position as of Q4 2015 after selling out during the quarter.
  • Goelzer Investment Management sold 48,560 Quanta Services shares in Q4 2015, an estimated $1.18M.
  • Goelzer Investment Management first reported a position in Quanta Services in Q1 2015 and held it in 3 quarters.
  • Goelzer Investment Management's Quanta Services position peaked at $1.42M in Q2 2015.
  • 393 funds tracked by Wall St. Rank held Quanta Services as of Q4 2015.

Based on Goelzer Investment Management's 13F filing for Q4 2015, filed 2 Feb 2016.