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Capstone Asset Management’s Powell Industries POWL Stock Holding History

Capstone Asset Management’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
Q4 		– Sell
-19,089
Closed -$255K – 1642
2016
Q3 		$255K Sell
19,089
-330
-2% -$4.21K 0.01% 1421
2016
Q2 		$255K Sell
19,419
-1,710
-8% -$19.2K 0.01% 1383
2016
Q1 		$210K Buy
+21,129
New +$187K 0.01% 1474
2015
Q1 		– Sell
-16,899
Closed -$276K – 1659
2014
Q4 		$276K Buy
16,899
+2,250
+15% +$33.4K 0.01% 1415
2014
Q3 		$200K Buy
14,649
+300
+2% +$5.59K 0.01% 1566
2014
Q2 		$313K Buy
14,349
+2,580
+22% +$54.3K 0.01% 1363
2014
Q1 		$254K Sell
11,769
-285
-2% -$6.14K 0.01% 1517
2013
Q4 		$269K Sell
12,054
-1,461
-11% -$31.5K 0.01% 1591
2013
Q3 		$276K Buy
13,515
+420
+3% +$7.59K 0.01% 1693
2013
Q2 		$225K Buy
+13,095
New +$218K 0.01% 1740

Other funds holding POWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capstone Asset Management's POWL Position: Q4 2016 in Review

Capstone Asset Management sold out of Powell Industries (POWL) in Q4 2016, closing a stake of 19,089 shares — an estimated $255K sold.

Capstone Asset Management first reported a position in POWL in Q2 2013 and held it in 10 quarters. The position peaked at $313K in Q2 2014. 121 funds tracked by Wall St. Rank hold POWL as of Q4 2016.

  • Capstone Asset Management reported no remaining Powell Industries position as of Q4 2016 after selling out during the quarter.
  • Capstone Asset Management sold 19,089 Powell Industries shares in Q4 2016, an estimated $255K.
  • Capstone Asset Management first reported a position in Powell Industries in Q2 2013 and held it in 10 quarters.
  • Capstone Asset Management's Powell Industries position peaked at $313K in Q2 2014.
  • 121 funds tracked by Wall St. Rank held Powell Industries as of Q4 2016.

Based on Capstone Asset Management's 13F filing for Q4 2016, filed 17 Jan 2017.