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Johnson Investment Counsel’s Powell Industries POWL Stock Holding History

Johnson Investment Counsel’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
-26,100
Closed -$293K – 552
2015
Q1 		$293K Sell
26,100
-66
-0.3% -$809 0.01% 449
2014
Q4 		$427K Buy
26,166
+66
+0.3% +$980 0.01% 360
2014
Q3 		$355K Hold
26,100
– – 0.01% 399
2014
Q2 		$568K Buy
+26,100
New +$550K 0.02% 266

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

Johnson Investment Counsel's POWL Position: Q2 2015 in Review

Johnson Investment Counsel sold out of Powell Industries (POWL) in Q2 2015, closing a stake of 26,100 shares — an estimated $293K sold.

Johnson Investment Counsel first reported a position in POWL in Q2 2014 and held it in 4 quarters. The position peaked at $568K in Q2 2014. 94 funds tracked by Wall St. Rank hold POWL as of Q2 2015.

  • Johnson Investment Counsel reported no remaining Powell Industries position as of Q2 2015 after selling out during the quarter.
  • Johnson Investment Counsel sold 26,100 Powell Industries shares in Q2 2015, an estimated $293K.
  • Johnson Investment Counsel first reported a position in Powell Industries in Q2 2014 and held it in 4 quarters.
  • Johnson Investment Counsel's Powell Industries position peaked at $568K in Q2 2014.
  • 94 funds tracked by Wall St. Rank held Powell Industries as of Q2 2015.

Based on Johnson Investment Counsel's 13F filing for Q2 2015, filed 14 Aug 2015.