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McKinley Capital Management’s Powell Industries POWL Stock Holding History

McKinley Capital Management’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
2017
Q2 		– Sell
-810
Closed -$9K – 541
2017
Q1 		$9K Sell
810
-1,170
-59% -$13.9K ﹤0.01% 488
2016
Q4 		$26K Sell
1,980
-3,510
-64% -$46.4K ﹤0.01% 450
2016
Q3 		$73K Buy
+5,490
New +$70K ﹤0.01% 401

Other funds holding POWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

McKinley Capital Management's POWL Position: Q2 2017 in Review

McKinley Capital Management sold out of Powell Industries (POWL) in Q2 2017, closing a stake of 810 shares — an estimated $9K sold.

McKinley Capital Management first reported a position in POWL in Q3 2016 and held it in 3 quarters. The position peaked at $73K in Q3 2016. 105 funds tracked by Wall St. Rank hold POWL as of Q2 2017.

  • McKinley Capital Management reported no remaining Powell Industries position as of Q2 2017 after selling out during the quarter.
  • McKinley Capital Management sold 810 Powell Industries shares in Q2 2017, an estimated $9K.
  • McKinley Capital Management first reported a position in Powell Industries in Q3 2016 and held it in 3 quarters.
  • McKinley Capital Management's Powell Industries position peaked at $73K in Q3 2016.
  • 105 funds tracked by Wall St. Rank held Powell Industries as of Q2 2017.

Based on McKinley Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.