Isthmus Partners’s Powell Industries POWL Stock Holding History

Isthmus Partners’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 Q4	–	Sell	-28,875	Closed	-$290K	–	271
2015 Q3	$290K	Sell	28,875 -9,951	-26%	-$98.5K	0.11%	116
2015 Q2	$455K	Buy	38,826 +2,766	+8%	+$33K	0.15%	105
2015 Q1	$406K	Buy	36,060 +1,986	+6%	+$24.3K	0.14%	100
2014 Q4	$557K	Buy	+34,074	New	+$506K	0.19%	82

Other funds holding POWL

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Isthmus Partners's POWL Position: Q4 2015 in Review

Isthmus Partners sold out of Powell Industries (POWL) in Q4 2015, closing a stake of 28,875 shares — an estimated $290K sold.

Isthmus Partners first reported a position in POWL in Q4 2014 and held it in 4 quarters. The position peaked at $557K in Q4 2014. 93 funds tracked by Wall St. Rank hold POWL as of Q4 2015.

Isthmus Partners reported no remaining Powell Industries position as of Q4 2015 after selling out during the quarter.
Isthmus Partners sold 28,875 Powell Industries shares in Q4 2015, an estimated $290K.
Isthmus Partners first reported a position in Powell Industries in Q4 2014 and held it in 4 quarters.
Isthmus Partners's Powell Industries position peaked at $557K in Q4 2014.
93 funds tracked by Wall St. Rank held Powell Industries as of Q4 2015.

Based on Isthmus Partners's 13F filing for Q4 2015, filed 1 Feb 2016.