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Curi RMB Capital’s Powell Industries POWL Stock Holding History

Curi RMB Capital’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
2020
Q1 		– Sell
-26,490
Closed -$433K – 745
2019
Q4 		$433K Sell
26,490
-2,310
-8% -$32.4K 0.01% 473
2019
Q3 		$376K Sell
28,800
-28,800
-50% -$358K 0.01% 530
2019
Q2 		$730K Buy
+57,600
New +$641K 0.02% 468

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Renaissance Technologies New York $63.9B AUM 45.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Curi RMB Capital's POWL Position: Q1 2020 in Review

Curi RMB Capital sold out of Powell Industries (POWL) in Q1 2020, closing a stake of 26,490 shares — an estimated $433K sold.

Curi RMB Capital first reported a position in POWL in Q2 2019 and held it in 3 quarters. The position peaked at $730K in Q2 2019. 125 funds tracked by Wall St. Rank hold POWL as of Q1 2020.

  • Curi RMB Capital reported no remaining Powell Industries position as of Q1 2020 after selling out during the quarter.
  • Curi RMB Capital sold 26,490 Powell Industries shares in Q1 2020, an estimated $433K.
  • Curi RMB Capital first reported a position in Powell Industries in Q2 2019 and held it in 3 quarters.
  • Curi RMB Capital's Powell Industries position peaked at $730K in Q2 2019.
  • 125 funds tracked by Wall St. Rank held Powell Industries as of Q1 2020.

Based on Curi RMB Capital's 13F filing for Q1 2020, filed 11 May 2020.