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OppenheimerFunds’s Powell Industries POWL Stock Holding History

OppenheimerFunds’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
2019
Q1 		$217K Sell
24,543
-1,080
-4% -$10.6K ﹤0.01% 1683
2018
Q4 		$214K Buy
25,623
+3,642
+17% +$36.1K ﹤0.01% 1711
2018
Q3 		$266K Buy
21,981
+2,850
+15% +$35.4K ﹤0.01% 1697
2018
Q2 		$222K Sell
19,131
-5,010
-21% -$55.1K ﹤0.01% 1733
2018
Q1 		$216K Sell
24,141
-2,979
-11% -$29.1K ﹤0.01% 1717
2017
Q4 		$259K Sell
27,120
-4,125
-13% -$39.4K ﹤0.01% 1740
2017
Q3 		$312K Sell
31,245
-1,431
-4% -$14.5K ﹤0.01% 1705
2017
Q2 		$349K Sell
32,676
-3,126
-9% -$34.8K ﹤0.01% 1656
2017
Q1 		$411K Buy
35,802
+8,751
+32% +$104K ﹤0.01% 1582
2016
Q4 		$352K Buy
27,051
+5,472
+25% +$72.3K ﹤0.01% 1532
2016
Q3 		$288K Sell
21,579
-3,126
-13% -$39.9K ﹤0.01% 1511
2016
Q2 		$324K Sell
24,705
-5,157
-17% -$57.9K ﹤0.01% 1430
2016
Q1 		$297K Sell
29,862
-9,135
-23% -$80.7K ﹤0.01% 1457
2015
Q4 		$338K Buy
+38,997
New +$404K ﹤0.01% 1464

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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

OppenheimerFunds's POWL Position: Q1 2019 in Review

OppenheimerFunds reduced its Powell Industries (POWL) stake by 4.2% in Q1 2019, selling an estimated $10.6K and leaving 24,543 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

OppenheimerFunds first reported a position in POWL in Q4 2015 and has held it in 14 quarters since. The position peaked at $411K in Q1 2017. 101 funds tracked by Wall St. Rank hold POWL as of Q1 2019.

  • OppenheimerFunds held 24,543 shares of Powell Industries worth $217K as of Q1 2019.
  • OppenheimerFunds sold 1,080 Powell Industries shares in Q1 2019, an estimated $10.6K.
  • Powell Industries made up ﹤0.01% of OppenheimerFunds's portfolio in Q1 2019, its #1683 holding.
  • OppenheimerFunds first reported a position in Powell Industries in Q4 2015 and has held it in 14 quarters since.
  • OppenheimerFunds's Powell Industries position peaked at $411K in Q1 2017.
  • 101 funds tracked by Wall St. Rank held Powell Industries as of Q1 2019.

Based on OppenheimerFunds's 13F filing for Q1 2019, filed 13 May 2019.