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Omnia Family Wealth’s Quanta Services PWR Stock Holding History

Omnia Family Wealth’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
Q3 		– Sell
-261
Closed -$9K – 584
2018
Q2 		$9K Hold
261
– – ﹤0.01% 267
2018
Q1 		$9K Hold
261
– – ﹤0.01% 273
2017
Q4 		$10K Hold
261
– – ﹤0.01% 292
2017
Q3 		$10K Hold
261
– – ﹤0.01% 272
2017
Q2 		$9K Hold
261
– – ﹤0.01% 304
2017
Q1 		$10K Hold
261
– – ﹤0.01% 283
2016
Q4 		$9K Buy
+261
New +$8.2K ﹤0.01% 304

Other funds holding PWR

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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Omnia Family Wealth's PWR Position: Q3 2018 in Review

Omnia Family Wealth sold out of Quanta Services (PWR) in Q3 2018, closing a stake of 261 shares — an estimated $9K sold.

Omnia Family Wealth first reported a position in PWR in Q4 2016 and held it in 7 quarters. The position peaked at $10K in Q4 2017. 450 funds tracked by Wall St. Rank hold PWR as of Q3 2018.

  • Omnia Family Wealth reported no remaining Quanta Services position as of Q3 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 261 Quanta Services shares in Q3 2018, an estimated $9K.
  • Omnia Family Wealth first reported a position in Quanta Services in Q4 2016 and held it in 7 quarters.
  • Omnia Family Wealth's Quanta Services position peaked at $10K in Q4 2017.
  • 450 funds tracked by Wall St. Rank held Quanta Services as of Q3 2018.

Based on Omnia Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.