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HL Financial Services’s Powell Industries POWL Stock Holding History

HL Financial 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
2015
Q2 		– Sell
-37,671
Closed -$424K – 678
2015
Q1 		$424K Buy
37,671
+4,314
+13% +$52.9K 0.01% 497
2014
Q4 		$546K Buy
33,357
+4,416
+15% +$65.5K 0.01% 410
2014
Q3 		$394K Buy
28,941
+645
+2% +$12K 0.01% 461
2014
Q2 		$617K Buy
28,296
+816
+3% +$17.2K 0.02% 370
2014
Q1 		$594K Buy
27,480
+1,356
+5% +$29.2K 0.02% 359
2013
Q4 		$583K Buy
+26,124
New +$564K 0.02% 352

Other funds holding POWL

Fidelity Investments
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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

HL Financial Services's POWL Position: Q2 2015 in Review

HL Financial Services sold out of Powell Industries (POWL) in Q2 2015, closing a stake of 37,671 shares — an estimated $424K sold.

HL Financial Services first reported a position in POWL in Q4 2013 and held it in 6 quarters. The position peaked at $617K in Q2 2014. 94 funds tracked by Wall St. Rank hold POWL as of Q2 2015.

  • HL Financial Services reported no remaining Powell Industries position as of Q2 2015 after selling out during the quarter.
  • HL Financial Services sold 37,671 Powell Industries shares in Q2 2015, an estimated $424K.
  • HL Financial Services first reported a position in Powell Industries in Q4 2013 and held it in 6 quarters.
  • HL Financial Services's Powell Industries position peaked at $617K in Q2 2014.
  • 94 funds tracked by Wall St. Rank held Powell Industries as of Q2 2015.

Based on HL Financial Services's 13F filing for Q2 2015, filed 28 Jul 2015.