Peconic Partners’s Powell Industries POWL Stock Holding History

Peconic Partners’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
2014 Q3	–	Sell	-501,663	Closed	-$10.9M	–	57
2014 Q2	$10.9M	Buy	501,663 +474,000	+1,713%	+$9.98M	1.24%	20
2014 Q1	$598K	Buy	+27,663	New	+$596K	0.06%	51

Other funds holding POWL

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

VDBMI

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

Peconic Partners's POWL Position: Q3 2014 in Review

Peconic Partners sold out of Powell Industries (POWL) in Q3 2014, closing a stake of 501,663 shares — an estimated $10.9M sold.

Peconic Partners first reported a position in POWL in Q1 2014 and held it in 2 quarters. The position peaked at $10.9M in Q2 2014. 103 funds tracked by Wall St. Rank hold POWL as of Q3 2014.

Peconic Partners reported no remaining Powell Industries position as of Q3 2014 after selling out during the quarter.
Peconic Partners sold 501,663 Powell Industries shares in Q3 2014, an estimated $10.9M.
Peconic Partners first reported a position in Powell Industries in Q1 2014 and held it in 2 quarters.
Peconic Partners's Powell Industries position peaked at $10.9M in Q2 2014.
103 funds tracked by Wall St. Rank held Powell Industries as of Q3 2014.

Based on Peconic Partners's 13F filing for Q3 2014, filed 14 Nov 2014.