SIMG
PSIX

Stephens Investment Management Group’s Power Solutions International PSIX Stock Holding History

Stephens Investment Management Group’s Portfolio PSIX Stock Details PSIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-33,573
Closed -$613K – 187
2015
Q4 		$613K Sell
33,573
-196,839
-85% -$4.25M 0.02% 173
2015
Q3 		$5.23M Sell
230,412
-34,969
-13% -$1.28M 0.18% 141
2015
Q2 		$14.3M Buy
265,381
+34,310
+15% +$2.02M 0.42% 103
2015
Q1 		$14.9M Sell
231,071
-9,903
-4% -$516K 0.44% 99
2014
Q4 		$12.4M Buy
240,974
+19,527
+9% +$1.16M 0.37% 115
2014
Q3 		$15.3M Buy
221,447
+12,068
+6% +$817K 0.46% 85
2014
Q2 		$15.1M Buy
209,379
+230
+0.1% +$17.7K 0.46% 85
2014
Q1 		$15.7M Buy
209,149
+7,705
+4% +$556K 0.48% 85
2013
Q4 		$15.1M Sell
201,444
-30,893
-13% -$2.03M 0.51% 83
2013
Q3 		$13.7M Buy
+232,337
New +$11.3M 0.48% 101

Other funds holding PSIX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return