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Spot Trading’s Powell Industries POWL Stock Holding History

Spot Trading’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
-39,600
Closed -$344K – 3850
2015
Q4 		$344K Buy
39,600
+3,600
+10% +$37.3K ﹤0.01% 2158
2015
Q3 		$361K Hold
36,000
– – ﹤0.01% 2279
2015
Q2 		$422K Buy
+36,000
New +$430K ﹤0.01% 2236
2014
Q3 		– Sell
-5,100
Closed -$111K – 4635
2014
Q2 		$111K Buy
+5,100
New +$107K ﹤0.01% 3651

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

Spot Trading's POWL Position: Q3 2014 in Review

Spot Trading sold out of Powell Industries (POWL) in Q3 2014, closing a stake of 3,024 shares — an estimated $66K sold.

Spot Trading first reported a position in POWL in Q1 2014 and held it in 2 quarters. The position peaked at $92K in Q1 2014. 103 funds tracked by Wall St. Rank hold POWL as of Q3 2014.

  • Spot Trading reported no remaining Powell Industries position as of Q3 2014 after selling out during the quarter.
  • Spot Trading sold 3,024 Powell Industries shares in Q3 2014, an estimated $66K.
  • Spot Trading first reported a position in Powell Industries in Q1 2014 and held it in 2 quarters.
  • Spot Trading's Powell Industries position peaked at $92K in Q1 2014.
  • 103 funds tracked by Wall St. Rank held Powell Industries as of Q3 2014.

Based on Spot Trading's 13F filing for Q3 2014, filed 13 Nov 2014.