New Jersey Better Educational Savings Trust’s Power Solutions International PSIX Stock Holding History

New Jersey Better Educational Savings Trust’s Portfolio PSIX Stock Details PSIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-30,000	Closed	-$225K	–	203
2016 Q4	$225K	Hold	30,000	–	–	0.14%	166
2016 Q3	$308K	Buy	30,000 +10,000	+50%	+$144K	0.2%	161
2016 Q2	$357K	Buy	20,000 +4,000	+25%	+$58.5K	0.24%	152
2016 Q1	$221K	Hold	16,000	–	–	0.15%	176
2015 Q4	$292K	Buy	16,000 +1,000	+7%	+$21.6K	0.2%	165
2015 Q3	$341K	Buy	15,000 +4,000	+36%	+$146K	0.24%	148
2015 Q2	$594K	Sell	11,000 -3,000	-21%	-$177K	0.39%	119
2015 Q1	$900K	Buy	14,000 +2,000	+17%	+$104K	0.39%	118
2014 Q4	$619K	Hold	12,000	–	–	0.28%	153
2014 Q3	$828K	Buy	12,000 +4,000	+50%	+$271K	0.38%	128
2014 Q2	$576K	Sell	8,000 -1,000	-11%	-$76.8K	0.26%	156
2014 Q1	$677K	Hold	9,000	–	–	0.32%	147
2013 Q4	$676K	Hold	9,000	–	–	0.33%	137
2013 Q3	$532K	Buy	+9,000	New	+$438K	0.33%	135

Other funds holding PSIX

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ECP

Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

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

Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

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

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Jersey Better Educational Savings Trust's PSIX Position: Q1 2017 in Review

New Jersey Better Educational Savings Trust sold out of Power Solutions International (PSIX) in Q1 2017, closing a stake of 30,000 shares — an estimated $225K sold.

New Jersey Better Educational Savings Trust first reported a position in PSIX in Q3 2013 and held it in 14 quarters. The position peaked at $900K in Q1 2015. 38 funds tracked by Wall St. Rank hold PSIX as of Q1 2017.

New Jersey Better Educational Savings Trust reported no remaining Power Solutions International position as of Q1 2017 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 30,000 Power Solutions International shares in Q1 2017, an estimated $225K.
New Jersey Better Educational Savings Trust first reported a position in Power Solutions International in Q3 2013 and held it in 14 quarters.
New Jersey Better Educational Savings Trust's Power Solutions International position peaked at $900K in Q1 2015.
38 funds tracked by Wall St. Rank held Power Solutions International as of Q1 2017.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q1 2017, filed 26 Apr 2017.