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Numeric Investors’s Powell Industries POWL Stock Holding History

Numeric Investors’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
Q3 		– Sell
-212,568
Closed -$2.27M – 1159
2017
Q2 		$2.27M Sell
212,568
-322,983
-60% -$3.59M 0.02% 477
2017
Q1 		$6.15M Sell
535,551
-63,924
-11% -$760K 0.06% 293
2016
Q4 		$7.79M Sell
599,475
-20,388
-3% -$269K 0.07% 260
2016
Q3 		$8.28M Sell
619,863
-111,453
-15% -$1.42M 0.08% 244
2016
Q2 		$9.59M Buy
731,316
+703,116
+2,493% +$7.9M 0.09% 220
2016
Q1 		$280K Buy
+28,200
New +$249K ﹤0.01% 870

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Numeric Investors's POWL Position: Q3 2017 in Review

Numeric Investors sold out of Powell Industries (POWL) in Q3 2017, closing a stake of 212,568 shares — an estimated $2.27M sold.

Numeric Investors first reported a position in POWL in Q1 2016 and held it in 6 quarters. The position peaked at $9.59M in Q2 2016. 99 funds tracked by Wall St. Rank hold POWL as of Q3 2017.

  • Numeric Investors reported no remaining Powell Industries position as of Q3 2017 after selling out during the quarter.
  • Numeric Investors sold 212,568 Powell Industries shares in Q3 2017, an estimated $2.27M.
  • Numeric Investors first reported a position in Powell Industries in Q1 2016 and held it in 6 quarters.
  • Numeric Investors's Powell Industries position peaked at $9.59M in Q2 2016.
  • 99 funds tracked by Wall St. Rank held Powell Industries as of Q3 2017.

Based on Numeric Investors's 13F filing for Q3 2017, filed 14 Nov 2017.