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Monarch Partners Asset Management’s Powell Industries POWL Stock Holding History

Monarch Partners Asset 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
2014
Q3 		– Sell
-98,460
Closed -$2.15M – 139
2014
Q2 		$2.15M Buy
98,460
+5,325
+6% +$112K 0.56% 75
2014
Q1 		$2.01M Buy
93,135
+342
+0.4% +$7.37K 0.73% 60
2013
Q4 		$2.07M Buy
+92,793
New +$2M 0.77% 54

Other funds holding POWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
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

Monarch Partners Asset Management's POWL Position: Q3 2014 in Review

Monarch Partners Asset Management sold out of Powell Industries (POWL) in Q3 2014, closing a stake of 98,460 shares — an estimated $2.15M sold.

Monarch Partners Asset Management first reported a position in POWL in Q4 2013 and held it in 3 quarters. The position peaked at $2.15M in Q2 2014. 103 funds tracked by Wall St. Rank hold POWL as of Q3 2014.

  • Monarch Partners Asset Management reported no remaining Powell Industries position as of Q3 2014 after selling out during the quarter.
  • Monarch Partners Asset Management sold 98,460 Powell Industries shares in Q3 2014, an estimated $2.15M.
  • Monarch Partners Asset Management first reported a position in Powell Industries in Q4 2013 and held it in 3 quarters.
  • Monarch Partners Asset Management's Powell Industries position peaked at $2.15M in Q2 2014.
  • 103 funds tracked by Wall St. Rank held Powell Industries as of Q3 2014.

Based on Monarch Partners Asset Management's 13F filing for Q3 2014, filed 10 Nov 2014.