Archford Capital Strategies’s Power Integrations POWI Stock Holding History

Archford Capital Strategies’s Portfolio POWI Stock Details POWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-56	Closed	-$2K	–	646
2018 Q2	$2K	Sell	56 -20	-26%	-$725	﹤0.01%	594
2018 Q1	$3K	Buy	+76	New	+$2.71K	﹤0.01%	477
2017 Q2	–	Sell	-76	Closed	-$2K	–	513
2017 Q1	$2K	Hold	76	–	–	﹤0.01%	610
2016 Q4	$2K	Hold	76	–	–	﹤0.01%	530
2016 Q3	$2K	Sell	76 -76	-50%	-$2.16K	﹤0.01%	538
2016 Q2	$4K	Buy	+152	New	+$3.71K	﹤0.01%	521
2016 Q1	–	Sell	-152	Closed	-$4K	–	482
2015 Q4	$4K	Hold	152	–	–	﹤0.01%	608
2015 Q3	$4K	Buy	152 +76	+100%	+$1.52K	﹤0.01%	474
2015 Q2	$2K	Hold	76	–	–	﹤0.01%	505
2015 Q1	$1.98K	Hold	76	–	–	﹤0.01%	531
2014 Q4	$2K	Hold	76	–	–	﹤0.01%	531
2014 Q3	$2K	Hold	76	–	–	﹤0.01%	521
2014 Q2	$2.19K	Buy	+76	New	+$2.13K	﹤0.01%	671

Other funds holding POWI

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Archford Capital Strategies's POWI Position: Q3 2018 in Review

Archford Capital Strategies sold out of Power Integrations (POWI) in Q3 2018, closing a stake of 56 shares — an estimated $2K sold.

Archford Capital Strategies first reported a position in POWI in Q2 2014 and held it in 13 quarters. The position peaked at $4K in Q2 2016. 219 funds tracked by Wall St. Rank hold POWI as of Q3 2018.

Archford Capital Strategies reported no remaining Power Integrations position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 56 Power Integrations shares in Q3 2018, an estimated $2K.
Archford Capital Strategies first reported a position in Power Integrations in Q2 2014 and held it in 13 quarters.
Archford Capital Strategies's Power Integrations position peaked at $4K in Q2 2016.
219 funds tracked by Wall St. Rank held Power Integrations as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.