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Glassman Wealth Services’s Powell Industries POWL Stock Holding History

Glassman Wealth Services’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
2018
Q4 		– Sell
-78
Closed -$1K – 936
2018
Q3 		$1K Hold
78
– – ﹤0.01% 724
2018
Q2 		$1K Buy
78
+51
+189% +$561 ﹤0.01% 711
2018
Q1 		$0 Hold
27
– – ﹤0.01% 878
2017
Q4 		$0 Buy
+27
New +$258 ﹤0.01% 767

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HA
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JP Morgan Chase
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VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
State Street
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BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Glassman Wealth Services's POWL Position: Q4 2018 in Review

Glassman Wealth Services sold out of Powell Industries (POWL) in Q4 2018, closing a stake of 78 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in POWL in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 101 funds tracked by Wall St. Rank hold POWL as of Q4 2018.

  • Glassman Wealth Services reported no remaining Powell Industries position as of Q4 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 78 Powell Industries shares in Q4 2018, an estimated $1K.
  • Glassman Wealth Services first reported a position in Powell Industries in Q4 2017 and held it in 4 quarters.
  • Glassman Wealth Services's Powell Industries position peaked at $1K in Q3 2018.
  • 101 funds tracked by Wall St. Rank held Powell Industries as of Q4 2018.

Based on Glassman Wealth Services's 13F filing for Q4 2018, filed 6 Feb 2019.