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Ground Swell Capital’s Powell Industries POWL Stock Holding History

Ground Swell Capital’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
Q3 		$29K Buy
2,118
+1,983
+1,469% +$37K 0.05% 380
2014
Q2 		$3K Buy
+135
New +$2.84K 0.01% 1328

Other funds holding POWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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 $436M AUM 40.66% 1-Year Est. Return

Ground Swell Capital's POWL Position: Q3 2014 in Review

Ground Swell Capital increased its Powell Industries (POWL) stake by 1,469% in Q3 2014, buying an estimated $37K and bringing the position to 2,118 shares worth $29K. The position accounts for 0.05% of the portfolio, ranked #380.

Ground Swell Capital first reported a position in POWL in Q2 2014 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold POWL as of Q3 2014.

  • Ground Swell Capital held 2,118 shares of Powell Industries worth $29K as of Q3 2014.
  • Ground Swell Capital bought 1,983 Powell Industries shares in Q3 2014, an estimated $37K.
  • Powell Industries made up 0.05% of Ground Swell Capital's portfolio in Q3 2014, its #380 holding.
  • Ground Swell Capital first reported a position in Powell Industries in Q2 2014 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held Powell Industries as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.