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Smith Salley Wealth Management’s MasTec MTZ Stock Holding History

Smith Salley Wealth Management’s Portfolio MTZ Stock Details MTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,480
Closed -$208K – 187
2017
Q3 		$208K Buy
4,480
+50
+1% +$2.18K 0.04% 164
2017
Q2 		$200K Sell
4,430
-820
-16% -$35.5K 0.04% 166
2017
Q1 		$210K Buy
+5,250
New +$201K 0.04% 166
2013
Q3 		– Sell
-6,175
Closed -$203K – 94
2013
Q2 		$203K Buy
+6,175
New +$186K 0.16% 90

Other funds holding MTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Smith Salley Wealth Management's MTZ Position: Q4 2017 in Review

Smith Salley Wealth Management sold out of MasTec (MTZ) in Q4 2017, closing a stake of 4,480 shares — an estimated $208K sold.

Smith Salley Wealth Management first reported a position in MTZ in Q2 2013 and held it in 4 quarters. The position peaked at $210K in Q1 2017. 313 funds tracked by Wall St. Rank hold MTZ as of Q4 2017.

  • Smith Salley Wealth Management reported no remaining MasTec position as of Q4 2017 after selling out during the quarter.
  • Smith Salley Wealth Management sold 4,480 MasTec shares in Q4 2017, an estimated $208K.
  • Smith Salley Wealth Management first reported a position in MasTec in Q2 2013 and held it in 4 quarters.
  • Smith Salley Wealth Management's MasTec position peaked at $210K in Q1 2017.
  • 313 funds tracked by Wall St. Rank held MasTec as of Q4 2017.

Based on Smith Salley Wealth Management's 13F filing for Q4 2017, filed 12 Feb 2018.