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Carroll Financial Associates’s Powell Industries POWL Stock Holding History

Carroll Financial Associates’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
-510
Closed -$6K – 1196
2016
Q2 		$6K Hold
510
– – ﹤0.01% 903
2016
Q1 		$5K Hold
510
– – ﹤0.01% 905
2015
Q4 		$4K Buy
+510
New +$5.29K ﹤0.01% 909

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BFA
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Vanguard Group
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RCM
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BCM
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VDBMI
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
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Carroll Financial Associates's POWL Position: Q3 2016 in Review

Carroll Financial Associates sold out of Powell Industries (POWL) in Q3 2016, closing a stake of 510 shares — an estimated $6K sold.

Carroll Financial Associates first reported a position in POWL in Q4 2015 and held it in 3 quarters. The position peaked at $6K in Q2 2016. 119 funds tracked by Wall St. Rank hold POWL as of Q3 2016.

  • Carroll Financial Associates reported no remaining Powell Industries position as of Q3 2016 after selling out during the quarter.
  • Carroll Financial Associates sold 510 Powell Industries shares in Q3 2016, an estimated $6K.
  • Carroll Financial Associates first reported a position in Powell Industries in Q4 2015 and held it in 3 quarters.
  • Carroll Financial Associates's Powell Industries position peaked at $6K in Q2 2016.
  • 119 funds tracked by Wall St. Rank held Powell Industries as of Q3 2016.

Based on Carroll Financial Associates's 13F filing for Q3 2016, filed 11 Oct 2016.