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Fieldpoint Private Securities’s Powell Industries POWL Stock Holding History

Fieldpoint Private Securities’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
2019
Q4 		– Sell
-465
Closed -$6K – 706
2019
Q3 		$6K Sell
465
-1,251
-73% -$15.6K ﹤0.01% 619
2019
Q2 		$22K Buy
+1,716
New +$19.1K 0.01% 517
2017
Q4 		– Sell
-1,824
Closed -$18K – 531
2017
Q3 		$18K Buy
+1,824
New +$18.5K 0.01% 536

Other funds holding POWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Fieldpoint Private Securities's POWL Position: Q4 2019 in Review

Fieldpoint Private Securities sold out of Powell Industries (POWL) in Q4 2019, closing a stake of 465 shares — an estimated $6K sold.

Fieldpoint Private Securities first reported a position in POWL in Q3 2017 and held it in 3 quarters. The position peaked at $22K in Q2 2019. 144 funds tracked by Wall St. Rank hold POWL as of Q4 2019.

  • Fieldpoint Private Securities reported no remaining Powell Industries position as of Q4 2019 after selling out during the quarter.
  • Fieldpoint Private Securities sold 465 Powell Industries shares in Q4 2019, an estimated $6K.
  • Fieldpoint Private Securities first reported a position in Powell Industries in Q3 2017 and held it in 3 quarters.
  • Fieldpoint Private Securities's Powell Industries position peaked at $22K in Q2 2019.
  • 144 funds tracked by Wall St. Rank held Powell Industries as of Q4 2019.

Based on Fieldpoint Private Securities's 13F filing for Q4 2019, filed 10 Feb 2020.