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Stifel Trust’s Quanta Services PWR Stock Holding History

Stifel Trust’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
2014
Q3 		$5.72M Buy
157,564
+63,213
+67% +$2.25M 1.09% 30
2014
Q2 		$3.26M Buy
94,351
+106
+0.1% +$3.67K 0.61% 64
2014
Q1 		$3.48M Buy
94,245
+169
+0.2% +$5.64K 0.66% 63
2013
Q4 		$2.97M Sell
94,076
-100
-0.1% -$2.94K 0.56% 68
2013
Q3 		$2.59M Buy
94,176
+2,729
+3% +$73.8K 0.52% 73
2013
Q2 		$2.42M Buy
+91,447
New +$2.54M 0.5% 74

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Trust's PWR Position: Q3 2014 in Review

Stifel Trust increased its Quanta Services (PWR) stake by 67% in Q3 2014, buying an estimated $2.25M and bringing the position to 157,564 shares worth $5.72M. The position accounts for 1.09% of the portfolio, ranked #30.

Stifel Trust first reported a position in PWR in Q2 2013 and has held it in 6 quarters since. 458 funds tracked by Wall St. Rank hold PWR as of Q3 2014.

  • Stifel Trust held 157,564 shares of Quanta Services worth $5.72M as of Q3 2014.
  • Stifel Trust bought 63,213 Quanta Services shares in Q3 2014, an estimated $2.25M.
  • Quanta Services made up 1.09% of Stifel Trust's portfolio in Q3 2014, its #30 holding.
  • Stifel Trust first reported a position in Quanta Services in Q2 2013 and has held it in 6 quarters since.
  • 458 funds tracked by Wall St. Rank held Quanta Services as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.