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Founders Bank & Trust’s Powell Industries POWL Stock Holding History

Founders Bank & Trust’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
Q4 		$19K Hold
1,152
– – 0.01% 250
2014
Q3 		$16K Hold
1,152
– – 0.01% 260
2014
Q2 		$25K Hold
1,152
– – 0.01% 220
2014
Q1 		$25K Hold
1,152
– – 0.01% 213
2013
Q4 		$23K Buy
+1,152
New +$24.9K 0.01% 229

Other funds holding POWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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 $552B AUM 44.19% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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 $473M AUM 63.76% 1-Year Est. Return

Founders Bank & Trust's POWL Position: Q4 2014 in Review

Founders Bank & Trust held its Powell Industries (POWL) position steady in Q4 2014 at 1,152 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #250.

Founders Bank & Trust first reported a position in POWL in Q4 2013 and has held it in 5 quarters since. The position peaked at $25K in Q2 2014. 110 funds tracked by Wall St. Rank hold POWL as of Q4 2014.

  • Founders Bank & Trust held 1,152 shares of Powell Industries worth $19K as of Q4 2014.
  • Founders Bank & Trust left its Powell Industries share count unchanged in Q4 2014.
  • Powell Industries made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #250 holding.
  • Founders Bank & Trust first reported a position in Powell Industries in Q4 2013 and has held it in 5 quarters since.
  • Founders Bank & Trust's Powell Industries position peaked at $25K in Q2 2014.
  • 110 funds tracked by Wall St. Rank held Powell Industries as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.