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Ladenburg Thalmann Financial Services’s Powell Industries POWL Stock Holding History

Ladenburg Thalmann 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
2019
Q4 		$3K Buy
+156
New +$2.19K ﹤0.01% 4976
2014
Q1 		– Sell
-714
Closed -$16K – 3829
2013
Q4 		$16K Buy
714
+3
+0.4% +$65 ﹤0.01% 2671
2013
Q3 		$15K Hold
711
– – ﹤0.01% 2637
2013
Q2 		$12K Buy
+711
New +$11.8K ﹤0.01% 2640

Other funds holding POWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Ladenburg Thalmann Financial Services's POWL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services opened a new position in Powell Industries (POWL) in Q4 2019: 156 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #4976 among its holdings. This is a return to the name: Ladenburg Thalmann Financial Services previously reported a position in POWL as recently as Q4 2013.

Ladenburg Thalmann Financial Services first reported a position in POWL in Q2 2013 and has held it in 4 quarters since. The position peaked at $16K in Q4 2013. 144 funds tracked by Wall St. Rank hold POWL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 156 shares of Powell Industries worth $3K as of Q4 2019.
  • Powell Industries was a new Ladenburg Thalmann Financial Services position in Q4 2019.
  • Powell Industries made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4976 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Powell Industries in Q2 2013 and has held it in 4 quarters since.
  • Ladenburg Thalmann Financial Services's Powell Industries position peaked at $16K in Q4 2013.
  • 144 funds tracked by Wall St. Rank held Powell Industries as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.