DLCIG
POWR

D.L. Carlson Investment Group’s POWERSECURE INTL INC COM STK (DE) POWR Stock Holding History

D.L. Carlson Investment Group’s Portfolio POWR Stock Details POWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-103,425
Closed -$1.66M – 139
2013
Q3 		$1.66M Buy
+103,425
New +$1.63M 0.64% 60

Other funds holding POWR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

D.L. Carlson Investment Group's POWR Position: Q4 2013 in Review

D.L. Carlson Investment Group sold out of POWERSECURE INTL INC COM STK (DE) (POWR) in Q4 2013, closing a stake of 103,425 shares — an estimated $1.66M sold.

D.L. Carlson Investment Group first reported a position in POWR in Q3 2013 and held it in 1 quarter. The position peaked at $1.66M in Q3 2013. 111 funds tracked by Wall St. Rank hold POWR as of Q4 2013.

  • D.L. Carlson Investment Group reported no remaining POWERSECURE INTL INC COM STK (DE) position as of Q4 2013 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 103,425 POWERSECURE INTL INC COM STK (DE) shares in Q4 2013, an estimated $1.66M.
  • D.L. Carlson Investment Group first reported a position in POWERSECURE INTL INC COM STK (DE) in Q3 2013 and held it in 1 quarter.
  • D.L. Carlson Investment Group's POWERSECURE INTL INC COM STK (DE) position peaked at $1.66M in Q3 2013.
  • 111 funds tracked by Wall St. Rank held POWERSECURE INTL INC COM STK (DE) as of Q4 2013.

Based on D.L. Carlson Investment Group's 13F filing for Q4 2013, filed 7 Feb 2014.