Gemmer Asset Management’s Powell Industries POWL Stock Holding History

Gemmer Asset 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
2020 Q1	–	Sell	-159	Closed	-$3K	–	1391
2019 Q4	$3K	Hold	159	–	–	﹤0.01%	1158
2019 Q3	$2K	Hold	159	–	–	﹤0.01%	1265
2019 Q2	$2K	Hold	159	–	–	﹤0.01%	1258
2019 Q1	$1K	Hold	159	–	–	﹤0.01%	1352
2018 Q4	$1K	Hold	159	–	–	﹤0.01%	1312
2018 Q3	$2K	Hold	159	–	–	﹤0.01%	1296
2018 Q2	$2K	Buy	159 +87	+121%	+$958	﹤0.01%	1303
2018 Q1	$1K	Hold	72	–	–	﹤0.01%	1381
2017 Q4	$1K	Hold	72	–	–	﹤0.01%	1213
2017 Q3	$1K	Hold	72	–	–	﹤0.01%	1227
2017 Q2	$1K	Hold	72	–	–	﹤0.01%	1220
2017 Q1	$1K	Hold	72	–	–	﹤0.01%	1214
2016 Q4	$1K	Hold	72	–	–	﹤0.01%	1196
2016 Q3	$1K	Hold	72	–	–	﹤0.01%	1203
2016 Q2	$1K	Hold	72	–	–	﹤0.01%	1212
2016 Q1	$0	Buy	+72	New	+$636	﹤0.01%	1286
2015 Q1	–	Sell	-69	Closed	-$1K	–	1400
2014 Q4	$1K	Buy	+69	New	+$1.02K	﹤0.01%	1301

Other funds holding POWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DRZID

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gemmer Asset Management's POWL Position: Q1 2020 in Review

Gemmer Asset Management sold out of Powell Industries (POWL) in Q1 2020, closing a stake of 159 shares — an estimated $3K sold.

Gemmer Asset Management first reported a position in POWL in Q4 2014 and held it in 17 quarters. The position peaked at $3K in Q4 2019. 125 funds tracked by Wall St. Rank hold POWL as of Q1 2020.

Gemmer Asset Management reported no remaining Powell Industries position as of Q1 2020 after selling out during the quarter.
Gemmer Asset Management sold 159 Powell Industries shares in Q1 2020, an estimated $3K.
Gemmer Asset Management first reported a position in Powell Industries in Q4 2014 and held it in 17 quarters.
Gemmer Asset Management's Powell Industries position peaked at $3K in Q4 2019.
125 funds tracked by Wall St. Rank held Powell Industries as of Q1 2020.

Based on Gemmer Asset Management's 13F filing for Q1 2020, filed 1 May 2020.