Baird’s Powell Industries POWL Stock Holding History

Baird’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
2014 Q3	–	Sell	-14,727	Closed	-$321K	–	1165
2014 Q2	$321K	Sell	14,727 -18,003	-55%	-$379K	﹤0.01%	959
2014 Q1	$707K	Buy	32,730 +558	+2%	+$12K	0.01%	742
2013 Q4	$718K	Sell	32,172 -543	-2%	-$11.7K	0.01%	704
2013 Q3	$668K	Sell	32,715 -756	-2%	-$13.7K	0.01%	688
2013 Q2	$576K	Buy	+33,471	New	+$556K	0.01%	709

Other funds holding POWL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

VDBMI

Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

Baird's POWL Position: Q3 2014 in Review

Baird sold out of Powell Industries (POWL) in Q3 2014, closing a stake of 14,727 shares — an estimated $321K sold.

Baird first reported a position in POWL in Q2 2013 and held it in 5 quarters. The position peaked at $718K in Q4 2013. 103 funds tracked by Wall St. Rank hold POWL as of Q3 2014.

Baird reported no remaining Powell Industries position as of Q3 2014 after selling out during the quarter.
Baird sold 14,727 Powell Industries shares in Q3 2014, an estimated $321K.
Baird first reported a position in Powell Industries in Q2 2013 and held it in 5 quarters.
Baird's Powell Industries position peaked at $718K in Q4 2013.
103 funds tracked by Wall St. Rank held Powell Industries as of Q3 2014.

Based on Baird's 13F filing for Q3 2014, filed 12 Nov 2014.