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Sheets Smith Wealth Management’s Power Integrations POWI Stock Holding History

Sheets Smith Wealth Management’s Portfolio POWI Stock Details POWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-15,468
Closed -$564K – 314
2017
Q2 		$564K Sell
15,468
-656
-4% -$21.7K 0.15% 160
2017
Q1 		$530K Sell
16,124
-324
-2% -$10.8K 0.14% 177
2016
Q4 		$558K Buy
+16,448
New +$539K 0.16% 174
2014
Q2 		– Sell
-11,034
Closed -$363K – 277
2014
Q1 		$363K Buy
11,034
+1,232
+13% +$37.4K 0.1% 191
2013
Q4 		$274K Buy
9,802
+178
+2% +$4.81K 0.08% 219
2013
Q3 		$261K Buy
+9,624
New +$249K 0.08% 207

Other funds holding POWI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Sheets Smith Wealth Management's POWI Position: Q3 2017 in Review

Sheets Smith Wealth Management sold out of Power Integrations (POWI) in Q3 2017, closing a stake of 15,468 shares — an estimated $564K sold.

Sheets Smith Wealth Management first reported a position in POWI in Q3 2013 and held it in 6 quarters. The position peaked at $564K in Q2 2017. 214 funds tracked by Wall St. Rank hold POWI as of Q3 2017.

  • Sheets Smith Wealth Management reported no remaining Power Integrations position as of Q3 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 15,468 Power Integrations shares in Q3 2017, an estimated $564K.
  • Sheets Smith Wealth Management first reported a position in Power Integrations in Q3 2013 and held it in 6 quarters.
  • Sheets Smith Wealth Management's Power Integrations position peaked at $564K in Q2 2017.
  • 214 funds tracked by Wall St. Rank held Power Integrations as of Q3 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2017, filed 12 Oct 2017.