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Gupta Wealth Management’s Quanta Services PWR Stock Holding History

Gupta 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
2016
Q1 		$28K Hold
1,250
– – 0.01% 587
2015
Q4 		$25K Sell
1,250
-69
-5% -$1.49K 0.01% 601
2015
Q3 		$32K Buy
1,319
+1,250
+1,812% +$31.8K 0.01% 550
2015
Q2 		$2K Sell
69
-90
-57% -$2.63K ﹤0.01% 1150
2015
Q1 		$8K Buy
+159
New +$4.46K ﹤0.01% 808

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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Gupta Wealth Management's PWR Position: Q1 2016 in Review

Gupta Wealth Management held its Quanta Services (PWR) position steady in Q1 2016 at 1,250 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #587.

Gupta Wealth Management first reported a position in PWR in Q1 2015 and has held it in 5 quarters since. The position peaked at $32K in Q3 2015. 395 funds tracked by Wall St. Rank hold PWR as of Q1 2016.

  • Gupta Wealth Management held 1,250 shares of Quanta Services worth $28K as of Q1 2016.
  • Gupta Wealth Management left its Quanta Services share count unchanged in Q1 2016.
  • Quanta Services made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #587 holding.
  • Gupta Wealth Management first reported a position in Quanta Services in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Quanta Services position peaked at $32K in Q3 2015.
  • 395 funds tracked by Wall St. Rank held Quanta Services as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.