SCM
POWL icon

Stevens Capital Management’s Powell Industries POWL Stock Holding History

Stevens Capital Management’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
2014
Q1 		– Sell
-12,525
Closed -$280K – 1266
2013
Q4 		$280K Buy
+12,525
New +$270K 0.01% 803

Other funds holding POWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Stevens Capital Management's POWL Position: Q1 2014 in Review

Stevens Capital Management sold out of Powell Industries (POWL) in Q1 2014, closing a stake of 12,525 shares — an estimated $280K sold.

Stevens Capital Management first reported a position in POWL in Q4 2013 and held it in 1 quarter. The position peaked at $280K in Q4 2013. 124 funds tracked by Wall St. Rank hold POWL as of Q1 2014.

  • Stevens Capital Management reported no remaining Powell Industries position as of Q1 2014 after selling out during the quarter.
  • Stevens Capital Management sold 12,525 Powell Industries shares in Q1 2014, an estimated $280K.
  • Stevens Capital Management first reported a position in Powell Industries in Q4 2013 and held it in 1 quarter.
  • Stevens Capital Management's Powell Industries position peaked at $280K in Q4 2013.
  • 124 funds tracked by Wall St. Rank held Powell Industries as of Q1 2014.

Based on Stevens Capital Management's 13F filing for Q1 2014, filed 6 May 2014.