MOTCO’s Powell Industries POWL Stock Holding History

MOTCO’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	-900	Closed	-$10K	–	630
2017 Q1	$10K	Hold	900	–	–	﹤0.01%	494
2016 Q4	$12K	Buy	+900	New	+$11.9K	﹤0.01%	481

Other funds holding POWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

MOTCO's POWL Position: Q2 2017 in Review

MOTCO sold out of Powell Industries (POWL) in Q2 2017, closing a stake of 900 shares — an estimated $10K sold.

MOTCO first reported a position in POWL in Q4 2016 and held it in 2 quarters. The position peaked at $12K in Q4 2016. 105 funds tracked by Wall St. Rank hold POWL as of Q2 2017.

MOTCO reported no remaining Powell Industries position as of Q2 2017 after selling out during the quarter.
MOTCO sold 900 Powell Industries shares in Q2 2017, an estimated $10K.
MOTCO first reported a position in Powell Industries in Q4 2016 and held it in 2 quarters.
MOTCO's Powell Industries position peaked at $12K in Q4 2016.
105 funds tracked by Wall St. Rank held Powell Industries as of Q2 2017.

Based on MOTCO's 13F filing for Q2 2017, filed 8 Aug 2017.