TrueWealth LLC’s Quanta Services PWR Stock Holding History

TrueWealth LLC’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 Q4	–	Sell	-45	Closed	-$2K	–	796
2018 Q3	$2K	Hold	45	–	–	﹤0.01%	737
2018 Q2	$2K	Hold	45	–	–	﹤0.01%	744
2018 Q1	$2K	Hold	45	–	–	﹤0.01%	714
2017 Q4	$2K	Buy	+45	New	+$1.69K	﹤0.01%	817

Other funds holding PWR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TrueWealth LLC's PWR Position: Q4 2018 in Review

TrueWealth LLC sold out of Quanta Services (PWR) in Q4 2018, closing a stake of 45 shares — an estimated $2K sold.

TrueWealth LLC first reported a position in PWR in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q3 2018. 416 funds tracked by Wall St. Rank hold PWR as of Q4 2018.

TrueWealth LLC reported no remaining Quanta Services position as of Q4 2018 after selling out during the quarter.
TrueWealth LLC sold 45 Quanta Services shares in Q4 2018, an estimated $2K.
TrueWealth LLC first reported a position in Quanta Services in Q4 2017 and held it in 4 quarters.
TrueWealth LLC's Quanta Services position peaked at $2K in Q3 2018.
416 funds tracked by Wall St. Rank held Quanta Services as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.