Foundry Partners’s Powell Industries POWL Stock Holding History

Foundry 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
2015 Q3	–	Sell	-131,193	Closed	-$1.54M	–	278
2015 Q2	$1.54M	Buy	131,193 +20,613	+19%	+$246K	0.12%	184
2015 Q1	$1.25M	Sell	110,580 -12,345	-10%	-$151K	0.1%	183
2014 Q4	$2.01M	Buy	122,925 +101,475	+473%	+$1.51M	0.17%	117
2014 Q3	$292K	Buy	+21,450	New	+$400K	0.03%	240

Other funds holding POWL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

VDBMI

Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Foundry Partners's POWL Position: Q3 2015 in Review

Foundry Partners sold out of Powell Industries (POWL) in Q3 2015, closing a stake of 131,193 shares — an estimated $1.54M sold.

Foundry Partners first reported a position in POWL in Q3 2014 and held it in 4 quarters. The position peaked at $2.01M in Q4 2014. 89 funds tracked by Wall St. Rank hold POWL as of Q3 2015.

Foundry Partners reported no remaining Powell Industries position as of Q3 2015 after selling out during the quarter.
Foundry Partners sold 131,193 Powell Industries shares in Q3 2015, an estimated $1.54M.
Foundry Partners first reported a position in Powell Industries in Q3 2014 and held it in 4 quarters.
Foundry Partners's Powell Industries position peaked at $2.01M in Q4 2014.
89 funds tracked by Wall St. Rank held Powell Industries as of Q3 2015.

Based on Foundry Partners's 13F filing for Q3 2015, filed 13 Oct 2015.