CAM
POWL icon

Cortina Asset Management’s Powell Industries POWL Stock Holding History

Cortina 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
2014
Q3 		– Sell
-29,916
Closed -$652K – 287
2014
Q2 		$652K Buy
29,916
+2,595
+9% +$54.7K 0.02% 235
2014
Q1 		$590K Buy
27,321
+8,541
+45% +$184K 0.02% 240
2013
Q4 		$419K Buy
18,780
+5,613
+43% +$121K 0.02% 244
2013
Q3 		$269K Buy
+13,167
New +$238K 0.01% 249

Other funds holding POWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
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

Cortina Asset Management's POWL Position: Q3 2014 in Review

Cortina Asset Management sold out of Powell Industries (POWL) in Q3 2014, closing a stake of 29,916 shares — an estimated $652K sold.

Cortina Asset Management first reported a position in POWL in Q3 2013 and held it in 4 quarters. The position peaked at $652K in Q2 2014. 103 funds tracked by Wall St. Rank hold POWL as of Q3 2014.

  • Cortina Asset Management reported no remaining Powell Industries position as of Q3 2014 after selling out during the quarter.
  • Cortina Asset Management sold 29,916 Powell Industries shares in Q3 2014, an estimated $652K.
  • Cortina Asset Management first reported a position in Powell Industries in Q3 2013 and held it in 4 quarters.
  • Cortina Asset Management's Powell Industries position peaked at $652K in Q2 2014.
  • 103 funds tracked by Wall St. Rank held Powell Industries as of Q3 2014.

Based on Cortina Asset Management's 13F filing for Q3 2014, filed 13 Nov 2014.