GA
PSIX

Geneva Advisors’s Power Solutions International PSIX Stock Holding History

Geneva Advisors’s Portfolio PSIX Stock Details PSIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-4,774
Closed -$359K – 734
2014
Q1 		$359K Sell
4,774
-9,138
-66% -$660K 0.01% 443
2013
Q4 		$1.04M Buy
+13,912
New +$912K 0.02% 254

Other funds holding PSIX

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return

Geneva Advisors's PSIX Position: Q2 2014 in Review

Geneva Advisors sold out of Power Solutions International (PSIX) in Q2 2014, closing a stake of 4,774 shares — an estimated $359K sold.

Geneva Advisors first reported a position in PSIX in Q4 2013 and held it in 2 quarters. The position peaked at $1.04M in Q4 2013. 93 funds tracked by Wall St. Rank hold PSIX as of Q2 2014.

  • Geneva Advisors reported no remaining Power Solutions International position as of Q2 2014 after selling out during the quarter.
  • Geneva Advisors sold 4,774 Power Solutions International shares in Q2 2014, an estimated $359K.
  • Geneva Advisors first reported a position in Power Solutions International in Q4 2013 and held it in 2 quarters.
  • Geneva Advisors's Power Solutions International position peaked at $1.04M in Q4 2013.
  • 93 funds tracked by Wall St. Rank held Power Solutions International as of Q2 2014.

Based on Geneva Advisors's 13F filing for Q2 2014, filed 7 Aug 2014.