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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 $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $4.89B AUM 33.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return