QS Investors’s Powell Industries POWL Stock Holding History

QS 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
2020 Q3	–	Sell	-4,062	Closed	-$38K	–	1452
2020 Q2	$38K	Hold	4,062	–	–	﹤0.01%	1475
2020 Q1	$35K	Sell	4,062 -6,045	-60%	-$72.3K	﹤0.01%	1443
2019 Q4	$164K	Hold	10,107	–	–	﹤0.01%	1232
2019 Q3	$132K	Hold	10,107	–	–	﹤0.01%	1308
2019 Q2	$129K	Hold	10,107	–	–	﹤0.01%	1331
2019 Q1	$90K	Hold	10,107	–	–	﹤0.01%	1426
2018 Q4	$85K	Hold	10,107	–	–	﹤0.01%	1362
2018 Q3	$122K	Hold	10,107	–	–	﹤0.01%	1344
2018 Q2	$117K	Hold	10,107	–	–	﹤0.01%	1372
2018 Q1	$90K	Buy	10,107 +336	+3%	+$3.28K	﹤0.01%	1393
2017 Q4	$93K	Sell	9,771 -7,578	-44%	-$72.5K	﹤0.01%	1398
2017 Q3	$173K	Hold	17,349	–	–	﹤0.01%	1282
2017 Q2	$185K	Hold	17,349	–	–	﹤0.01%	1239
2017 Q1	$199K	Hold	17,349	–	–	﹤0.01%	1232
2016 Q4	$226K	Buy	17,349 +456	+3%	+$6.02K	﹤0.01%	1082
2016 Q3	$226K	Buy	16,893 +7,578	+81%	+$96.6K	﹤0.01%	1061
2016 Q2	$122K	Hold	9,315	–	–	﹤0.01%	1213
2016 Q1	$93K	Buy	+9,315	New	+$82.2K	﹤0.01%	1224

Other funds holding POWL

BlackRock New York $5.72T AUM 30.48% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

QS Investors's POWL Position: Q3 2020 in Review

QS Investors sold out of Powell Industries (POWL) in Q3 2020, closing a stake of 4,062 shares — an estimated $38K sold.

QS Investors first reported a position in POWL in Q1 2016 and held it in 18 quarters. The position peaked at $226K in Q4 2016. 118 funds tracked by Wall St. Rank hold POWL as of Q3 2020.

QS Investors reported no remaining Powell Industries position as of Q3 2020 after selling out during the quarter.
QS Investors sold 4,062 Powell Industries shares in Q3 2020, an estimated $38K.
QS Investors first reported a position in Powell Industries in Q1 2016 and held it in 18 quarters.
QS Investors's Powell Industries position peaked at $226K in Q4 2016.
118 funds tracked by Wall St. Rank held Powell Industries as of Q3 2020.

Based on QS Investors's 13F filing for Q3 2020, filed 12 Nov 2020.