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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Paradigm Financial Advisors's PWR Position: Q1 2017 in Review

Paradigm Financial Advisors sold out of Quanta Services (PWR) in Q1 2017, closing a stake of 41,017 shares — an estimated $1.43M sold.

Paradigm Financial Advisors first reported a position in PWR in Q4 2013 and held it in 13 quarters. The position peaked at $2M in Q3 2016. 428 funds tracked by Wall St. Rank hold PWR as of Q1 2017.

  • Paradigm Financial Advisors reported no remaining Quanta Services position as of Q1 2017 after selling out during the quarter.
  • Paradigm Financial Advisors sold 41,017 Quanta Services shares in Q1 2017, an estimated $1.43M.
  • Paradigm Financial Advisors first reported a position in Quanta Services in Q4 2013 and held it in 13 quarters.
  • Paradigm Financial Advisors's Quanta Services position peaked at $2M in Q3 2016.
  • 428 funds tracked by Wall St. Rank held Quanta Services as of Q1 2017.

Based on Paradigm Financial Advisors's 13F filing for Q1 2017, filed 6 Apr 2017.