RBA
PSIX

Richard Bernstein Advisors’s Power Solutions International PSIX Stock Holding History

Richard Bernstein Advisors’s Portfolio PSIX Stock Details PSIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-29,557
Closed -$1.52M – 307
2014
Q4 		$1.52M Hold
29,557
– – 0.16% 166
2014
Q3 		$2.04M Hold
29,557
– – 0.21% 142
2014
Q2 		$2.13M Hold
29,557
– – 0.25% 137
2014
Q1 		$2.22M Buy
29,557
+2,778
+10% +$201K 0.32% 105
2013
Q4 		$2.01M Buy
+26,779
New +$1.76M 0.41% 83

Other funds holding PSIX

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Richard Bernstein Advisors's PSIX Position: Q1 2015 in Review

Richard Bernstein Advisors sold out of Power Solutions International (PSIX) in Q1 2015, closing a stake of 29,557 shares — an estimated $1.52M sold.

Richard Bernstein Advisors first reported a position in PSIX in Q4 2013 and held it in 5 quarters. The position peaked at $2.22M in Q1 2014. 87 funds tracked by Wall St. Rank hold PSIX as of Q1 2015.

  • Richard Bernstein Advisors reported no remaining Power Solutions International position as of Q1 2015 after selling out during the quarter.
  • Richard Bernstein Advisors sold 29,557 Power Solutions International shares in Q1 2015, an estimated $1.52M.
  • Richard Bernstein Advisors first reported a position in Power Solutions International in Q4 2013 and held it in 5 quarters.
  • Richard Bernstein Advisors's Power Solutions International position peaked at $2.22M in Q1 2014.
  • 87 funds tracked by Wall St. Rank held Power Solutions International as of Q1 2015.

Based on Richard Bernstein Advisors's 13F filing for Q1 2015, filed 11 May 2015.