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Apriem Advisors’s Powell Industries POWL Stock Holding History

Apriem Advisors’s Portfolio POWL Stock Details POWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-4,800
Closed -$63K – 632
2016
Q2 		$63K Buy
+4,800
New +$53.9K 0.02% 205

Other funds holding POWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Apriem Advisors's POWL Position: Q3 2016 in Review

Apriem Advisors sold out of Powell Industries (POWL) in Q3 2016, closing a stake of 4,800 shares — an estimated $63K sold.

Apriem Advisors first reported a position in POWL in Q2 2016 and held it in 1 quarter. The position peaked at $63K in Q2 2016. 119 funds tracked by Wall St. Rank hold POWL as of Q3 2016.

  • Apriem Advisors reported no remaining Powell Industries position as of Q3 2016 after selling out during the quarter.
  • Apriem Advisors sold 4,800 Powell Industries shares in Q3 2016, an estimated $63K.
  • Apriem Advisors first reported a position in Powell Industries in Q2 2016 and held it in 1 quarter.
  • Apriem Advisors's Powell Industries position peaked at $63K in Q2 2016.
  • 119 funds tracked by Wall St. Rank held Powell Industries as of Q3 2016.

Based on Apriem Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.