Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PFA
Paradigm Financial Advisors’s
Quanta Services
PWR
Stock Holding History
Paradigm Financial Advisors’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
2017
Q1
–
Sell
-41,017
Closed
-$1.43M
–
110
2016
Q4
$1.43M
Sell
41,017
-30,346
-43%
-$953K
0.78%
37
2016
Q3
$2M
Sell
71,363
-430
-0.6%
-$11K
1.2%
31
2016
Q2
$1.66M
Buy
71,793
+50
+0.1%
+$1.16K
1%
31
2016
Q1
$1.62M
Sell
71,743
-1,378
-2%
-$27.3K
0.63%
31
2015
Q4
$1.48M
Sell
73,121
-4,021
-5%
-$86.5K
0.93%
33
2015
Q3
$1.87M
Buy
77,142
+31,606
+69%
+$805K
1.23%
28
2015
Q2
$1.31M
Buy
45,536
+2,615
+6%
+$76.4K
0.99%
31
2015
Q1
$1.22M
Buy
42,921
+6,530
+18%
+$183K
0.95%
34
2014
Q4
$1.03M
Buy
36,391
+2,650
+8%
+$83.2K
0.84%
33
2014
Q3
$1.22M
Buy
33,741
+2,470
+8%
+$87.9K
1.04%
32
2014
Q2
$1.08M
Buy
31,271
+8,401
+37%
+$291K
0.92%
34
2014
Q1
$844K
Buy
22,870
+1,103
+5%
+$36.8K
0.78%
38
2013
Q4
$687K
Buy
+21,767
New
+$640K
0.67%
44
Other funds holding PWR
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
AL
AJO LP
Philadelphia, Pennsylvania
$199M AUM
109.68%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
PP
Peconic Partners
New York
$5.78B AUM
127.23%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close