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Evercore Wealth Management’s Powell Industries POWL Stock Holding History

Evercore Wealth 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
-144
Closed -$3K – 984
2014
Q2 		$3K Buy
+144
New +$3.03K ﹤0.01% 960

Other funds holding POWL

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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

Evercore Wealth Management's POWL Position: Q3 2014 in Review

Evercore Wealth Management sold out of Powell Industries (POWL) in Q3 2014, closing a stake of 144 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in POWL in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 103 funds tracked by Wall St. Rank hold POWL as of Q3 2014.

  • Evercore Wealth Management reported no remaining Powell Industries position as of Q3 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 144 Powell Industries shares in Q3 2014, an estimated $3K.
  • Evercore Wealth Management first reported a position in Powell Industries in Q2 2014 and held it in 1 quarter.
  • Evercore Wealth Management's Powell Industries position peaked at $3K in Q2 2014.
  • 103 funds tracked by Wall St. Rank held Powell Industries as of Q3 2014.

Based on Evercore Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.