Ropes Wealth Advisors’s Quanta Services PWR Stock Holding History

Ropes Wealth 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
2016 Q1	–	Sell	-165	Closed	-$3K	–	512
2015 Q4	$3K	Buy	+165	New	+$3.55K	﹤0.01%	382

Other funds holding PWR

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ropes Wealth Advisors's PWR Position: Q1 2016 in Review

Ropes Wealth Advisors sold out of Quanta Services (PWR) in Q1 2016, closing a stake of 165 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in PWR in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 395 funds tracked by Wall St. Rank hold PWR as of Q1 2016.

Ropes Wealth Advisors reported no remaining Quanta Services position as of Q1 2016 after selling out during the quarter.
Ropes Wealth Advisors sold 165 Quanta Services shares in Q1 2016, an estimated $3K.
Ropes Wealth Advisors first reported a position in Quanta Services in Q4 2015 and held it in 1 quarter.
Ropes Wealth Advisors's Quanta Services position peaked at $3K in Q4 2015.
395 funds tracked by Wall St. Rank held Quanta Services as of Q1 2016.

Based on Ropes Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.