Wealthfront’s Quanta Services PWR Stock Holding History

Wealthfront’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	$241K	Sell	7,218 -822	-10%	-$28K	﹤0.01%	479
2018 Q2	$269K	Sell	8,040 -4,542	-36%	-$159K	﹤0.01%	450
2018 Q1	$432K	Buy	+12,582	New	+$456K	﹤0.01%	395
2015 Q4	–	Sell	-2,668	Closed	-$65K	–	863
2015 Q3	$65K	Sell	2,668 -95	-3%	-$2.42K	﹤0.01%	483
2015 Q2	$80K	Buy	2,763 +143	+5%	+$4.18K	﹤0.01%	442
2015 Q1	$75K	Buy	2,620 +1,692	+182%	+$47.4K	﹤0.01%	436
2014 Q4	$26K	Sell	928 -1,258	-58%	-$39.5K	﹤0.01%	535
2014 Q3	$79K	Buy	2,186 +1,575	+258%	+$56K	0.01%	331
2014 Q2	$22K	Buy	611 +36	+6%	+$1.25K	﹤0.01%	483
2014 Q1	$21K	Buy	+575	New	+$19.2K	﹤0.01%	426

Other funds holding PWR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Wealthfront's PWR Position: Q3 2018 in Review

Wealthfront reduced its Quanta Services (PWR) stake by 10% in Q3 2018, selling an estimated $28K and leaving 7,218 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Wealthfront first reported a position in PWR in Q1 2014 and has held it in 10 quarters since. The position peaked at $432K in Q1 2018. 450 funds tracked by Wall St. Rank hold PWR as of Q3 2018.

Wealthfront held 7,218 shares of Quanta Services worth $241K as of Q3 2018.
Wealthfront sold 822 Quanta Services shares in Q3 2018, an estimated $28K.
Quanta Services made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #479 holding.
Wealthfront first reported a position in Quanta Services in Q1 2014 and has held it in 10 quarters since.
Wealthfront's Quanta Services position peaked at $432K in Q1 2018.
450 funds tracked by Wall St. Rank held Quanta Services as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.