OFI Advisors’s Powell Industries POWL Stock Holding History

OFI Advisors’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
2015 Q3	$354K	Buy	35,238 +5,718	+19%	+$56.6K	0.02%	905
2015 Q2	$346K	Sell	29,520 -3,216	-10%	-$38.4K	0.02%	968
2015 Q1	$368K	Buy	32,736 +12,036	+58%	+$148K	0.02%	924
2014 Q4	$339K	Buy	20,700 +2,172	+12%	+$32.2K	0.02%	936
2014 Q3	$252K	Buy	18,528 +3,549	+24%	+$66.2K	0.02%	1019
2014 Q2	$326K	Buy	14,979 +2,088	+16%	+$44K	0.02%	906
2014 Q1	$278K	Buy	12,891 +369	+3%	+$7.96K	0.02%	938
2013 Q4	$280K	Buy	12,522 +1,137	+10%	+$24.5K	0.02%	904
2013 Q3	$233K	Sell	11,385 -405	-3%	-$7.32K	0.02%	884
2013 Q2	$203K	Buy	+11,790	New	+$196K	0.02%	872

Other funds holding POWL

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

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

VDBMI

Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

OFI Advisors's POWL Position: Q3 2015 in Review

OFI Advisors increased its Powell Industries (POWL) stake by 19% in Q3 2015, buying an estimated $56.6K and bringing the position to 35,238 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #905.

OFI Advisors first reported a position in POWL in Q2 2013 and has held it in 10 quarters since. The position peaked at $368K in Q1 2015. 89 funds tracked by Wall St. Rank hold POWL as of Q3 2015.

OFI Advisors held 35,238 shares of Powell Industries worth $354K as of Q3 2015.
OFI Advisors bought 5,718 Powell Industries shares in Q3 2015, an estimated $56.6K.
Powell Industries made up 0.02% of OFI Advisors's portfolio in Q3 2015, its #905 holding.
OFI Advisors first reported a position in Powell Industries in Q2 2013 and has held it in 10 quarters since.
OFI Advisors's Powell Industries position peaked at $368K in Q1 2015.
89 funds tracked by Wall St. Rank held Powell Industries as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.