Kaizen Advisory’s Quanta Services PWR Stock Holding History

Kaizen Advisory’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
2018 Q4	$11K	Buy	357 +25	+8%	+$808	0.01%	557
2018 Q3	$11K	Hold	332	–	–	0.01%	564
2018 Q2	$11K	Buy	332 +201	+153%	+$7.04K	0.01%	571
2018 Q1	$4K	Hold	131	–	–	﹤0.01%	571
2017 Q4	$5K	Buy	+131	New	+$4.92K	﹤0.01%	557

Other funds holding PWR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kaizen Advisory's PWR Position: Q4 2018 in Review

Kaizen Advisory increased its Quanta Services (PWR) stake by 7.5% in Q4 2018, buying an estimated $808 and bringing the position to 357 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #557.

Kaizen Advisory first reported a position in PWR in Q4 2017 and has held it in 5 quarters since. 415 funds tracked by Wall St. Rank hold PWR as of Q4 2018.

Kaizen Advisory held 357 shares of Quanta Services worth $11K as of Q4 2018.
Kaizen Advisory bought 25 Quanta Services shares in Q4 2018, an estimated $808.
Quanta Services made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #557 holding.
Kaizen Advisory first reported a position in Quanta Services in Q4 2017 and has held it in 5 quarters since.
415 funds tracked by Wall St. Rank held Quanta Services as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.