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Summit Financial Group’s Quanta Services PWR Stock Holding History

Summit Financial Group’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
2018
Q3 		– Sell
-10,000
Closed -$334K – 122
2018
Q2 		$334K Hold
10,000
– – 0.26% 90
2018
Q1 		$344K Hold
10,000
– – 0.27% 91
2017
Q4 		$391K Hold
10,000
– – 0.32% 78
2017
Q3 		$374K Hold
10,000
– – 0.31% 80
2017
Q2 		$329K Buy
+10,000
New +$333K 0.29% 82

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Summit Financial Group's PWR Position: Q3 2018 in Review

Summit Financial Group sold out of Quanta Services (PWR) in Q3 2018, closing a stake of 10,000 shares — an estimated $334K sold.

Summit Financial Group first reported a position in PWR in Q2 2017 and held it in 5 quarters. The position peaked at $391K in Q4 2017. 450 funds tracked by Wall St. Rank hold PWR as of Q3 2018.

  • Summit Financial Group reported no remaining Quanta Services position as of Q3 2018 after selling out during the quarter.
  • Summit Financial Group sold 10,000 Quanta Services shares in Q3 2018, an estimated $334K.
  • Summit Financial Group first reported a position in Quanta Services in Q2 2017 and held it in 5 quarters.
  • Summit Financial Group's Quanta Services position peaked at $391K in Q4 2017.
  • 450 funds tracked by Wall St. Rank held Quanta Services as of Q3 2018.

Based on Summit Financial Group's 13F filing for Q3 2018, filed 3 Oct 2018.