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Burney Company’s Powell Industries POWL Stock Holding History

Burney Company’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
Q2 		– Sell
-10,878
Closed -$235K – 408
2014
Q1 		$235K Buy
10,878
+141
+1% +$3.04K 0.02% 371
2013
Q4 		$240K Sell
10,737
-1,293
-11% -$27.9K 0.02% 374
2013
Q3 		$246K Sell
12,030
-120
-1% -$2.17K 0.03% 369
2013
Q2 		$209K Buy
+12,150
New +$202K 0.03% 375

Other funds holding POWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Burney Company's POWL Position: Q2 2014 in Review

Burney Company sold out of Powell Industries (POWL) in Q2 2014, closing a stake of 10,878 shares — an estimated $235K sold.

Burney Company first reported a position in POWL in Q2 2013 and held it in 4 quarters. The position peaked at $246K in Q3 2013. 121 funds tracked by Wall St. Rank hold POWL as of Q2 2014.

  • Burney Company reported no remaining Powell Industries position as of Q2 2014 after selling out during the quarter.
  • Burney Company sold 10,878 Powell Industries shares in Q2 2014, an estimated $235K.
  • Burney Company first reported a position in Powell Industries in Q2 2013 and held it in 4 quarters.
  • Burney Company's Powell Industries position peaked at $246K in Q3 2013.
  • 121 funds tracked by Wall St. Rank held Powell Industries as of Q2 2014.

Based on Burney Company's 13F filing for Q2 2014, filed 4 Aug 2014.