Shaker Investments’s Powell Industries POWL Stock Holding History

Shaker Investments’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
2019 Q1	–	Sell	-26,100	Closed	-$218K	–	83
2018 Q4	$218K	Buy	+26,100	New	+$259K	0.19%	67

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 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

VDBMI

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

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

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

Shaker Investments's POWL Position: Q1 2019 in Review

Shaker Investments sold out of Powell Industries (POWL) in Q1 2019, closing a stake of 26,100 shares — an estimated $218K sold.

Shaker Investments first reported a position in POWL in Q4 2018 and held it in 1 quarter. The position peaked at $218K in Q4 2018. 101 funds tracked by Wall St. Rank hold POWL as of Q1 2019.

Shaker Investments reported no remaining Powell Industries position as of Q1 2019 after selling out during the quarter.
Shaker Investments sold 26,100 Powell Industries shares in Q1 2019, an estimated $218K.
Shaker Investments first reported a position in Powell Industries in Q4 2018 and held it in 1 quarter.
Shaker Investments's Powell Industries position peaked at $218K in Q4 2018.
101 funds tracked by Wall St. Rank held Powell Industries as of Q1 2019.

Based on Shaker Investments's 13F filing for Q1 2019, filed 6 May 2019.