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Princeton Alpha Management’s Powell Industries POWL Stock Holding History

Princeton Alpha Management’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
Q2 		– Sell
-25,917
Closed -$292K – 864
2015
Q1 		$292K Buy
25,917
+7,545
+41% +$92.5K 0.06% 463
2014
Q4 		$301K Buy
+18,372
New +$273K 0.08% 434

Other funds holding POWL

Fidelity Investments
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

Princeton Alpha Management's POWL Position: Q2 2015 in Review

Princeton Alpha Management sold out of Powell Industries (POWL) in Q2 2015, closing a stake of 25,917 shares — an estimated $292K sold.

Princeton Alpha Management first reported a position in POWL in Q4 2014 and held it in 2 quarters. The position peaked at $301K in Q4 2014. 94 funds tracked by Wall St. Rank hold POWL as of Q2 2015.

  • Princeton Alpha Management reported no remaining Powell Industries position as of Q2 2015 after selling out during the quarter.
  • Princeton Alpha Management sold 25,917 Powell Industries shares in Q2 2015, an estimated $292K.
  • Princeton Alpha Management first reported a position in Powell Industries in Q4 2014 and held it in 2 quarters.
  • Princeton Alpha Management's Powell Industries position peaked at $301K in Q4 2014.
  • 94 funds tracked by Wall St. Rank held Powell Industries as of Q2 2015.

Based on Princeton Alpha Management's 13F filing for Q2 2015, filed 7 Aug 2015.