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Ellis Investment Partners’s Powell Industries POWL Stock Holding History

Ellis Investment Partners’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
Q2 		– Sell
-1,383
Closed -$10K – 742
2020
Q1 		$10K Buy
1,383
+609
+79% +$7.28K ﹤0.01% 489
2019
Q4 		$12K Buy
774
+3
+0.4% +$42 ﹤0.01% 505
2019
Q3 		$9K Buy
771
+6
+0.8% +$75 ﹤0.01% 547
2019
Q2 		$9K Buy
+765
New +$8.52K ﹤0.01% 538

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State Street
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Geode Capital Management
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Northern Trust
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TW
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Acadian Asset Management
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Ellis Investment Partners's POWL Position: Q2 2020 in Review

Ellis Investment Partners sold out of Powell Industries (POWL) in Q2 2020, closing a stake of 1,383 shares — an estimated $10K sold.

Ellis Investment Partners first reported a position in POWL in Q2 2019 and held it in 4 quarters. The position peaked at $12K in Q4 2019. 123 funds tracked by Wall St. Rank hold POWL as of Q2 2020.

  • Ellis Investment Partners reported no remaining Powell Industries position as of Q2 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 1,383 Powell Industries shares in Q2 2020, an estimated $10K.
  • Ellis Investment Partners first reported a position in Powell Industries in Q2 2019 and held it in 4 quarters.
  • Ellis Investment Partners's Powell Industries position peaked at $12K in Q4 2019.
  • 123 funds tracked by Wall St. Rank held Powell Industries as of Q2 2020.

Based on Ellis Investment Partners's 13F filing for Q2 2020, filed 13 Jul 2020.