Schroder Investment Management Group
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Schroder Investment Management Group’s Powell Industries POWL Stock Holding History

Schroder Investment Management Group’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
2016
Q1 		– Sell
-458,700
Closed -$3.98M – 1206
2015
Q4 		$3.98M Sell
458,700
-175,500
-28% -$1.82M 0.01% 788
2015
Q3 		$6.36M Sell
634,200
-353,400
-36% -$3.5M 0.01% 699
2015
Q2 		$11.4M Sell
987,600
-53,400
-5% -$638K 0.02% 609
2015
Q1 		$11.8M Sell
1,041,000
-116,400
-10% -$1.43M 0.02% 607
2014
Q4 		$18.9M Sell
1,157,400
-17,400
-1% -$258K 0.04% 501
2014
Q3 		$16M Buy
1,174,800
+396,000
+51% +$7.38M 0.02% 553
2014
Q2 		$17M Buy
778,800
+18,000
+2% +$379K 0.02% 530
2014
Q1 		$16.4M Buy
+760,800
New +$16.4M 0.02% 529

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
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
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Schroder Investment Management Group's POWL Position: Q1 2016 in Review

Schroder Investment Management Group sold out of Powell Industries (POWL) in Q1 2016, closing a stake of 458,700 shares — an estimated $3.98M sold.

Schroder Investment Management Group first reported a position in POWL in Q1 2014 and held it in 8 quarters. The position peaked at $18.9M in Q4 2014. 104 funds tracked by Wall St. Rank hold POWL as of Q1 2016.

  • Schroder Investment Management Group reported no remaining Powell Industries position as of Q1 2016 after selling out during the quarter.
  • Schroder Investment Management Group sold 458,700 Powell Industries shares in Q1 2016, an estimated $3.98M.
  • Schroder Investment Management Group first reported a position in Powell Industries in Q1 2014 and held it in 8 quarters.
  • Schroder Investment Management Group's Powell Industries position peaked at $18.9M in Q4 2014.
  • 104 funds tracked by Wall St. Rank held Powell Industries as of Q1 2016.

Based on Schroder Investment Management Group's 13F filing for Q1 2016, filed 10 May 2016.