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CIM Investment Management’s Powell Industries POWL Stock Holding History

CIM Investment 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
-20,166
Closed -$269K – 358
2016
Q3 		$269K Buy
20,166
+750
+4% +$9.56K 0.1% 274
2016
Q2 		$255K Buy
+19,416
New +$218K 0.11% 245
2015
Q1 		– Sell
-13,347
Closed -$218K – 282
2014
Q4 		$218K Buy
+13,347
New +$198K 0.1% 217

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

CIM Investment Management's POWL Position: Q4 2016 in Review

CIM Investment Management sold out of Powell Industries (POWL) in Q4 2016, closing a stake of 20,166 shares — an estimated $269K sold.

CIM Investment Management first reported a position in POWL in Q4 2014 and held it in 3 quarters. The position peaked at $269K in Q3 2016. 121 funds tracked by Wall St. Rank hold POWL as of Q4 2016.

  • CIM Investment Management reported no remaining Powell Industries position as of Q4 2016 after selling out during the quarter.
  • CIM Investment Management sold 20,166 Powell Industries shares in Q4 2016, an estimated $269K.
  • CIM Investment Management first reported a position in Powell Industries in Q4 2014 and held it in 3 quarters.
  • CIM Investment Management's Powell Industries position peaked at $269K in Q3 2016.
  • 121 funds tracked by Wall St. Rank held Powell Industries as of Q4 2016.

Based on CIM Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.