SFU
PSIX

Stonehage Fleming (UK)’s Power Solutions International PSIX Stock Holding History

Stonehage Fleming (UK)’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
2014
Q3 		– Sell
-3,702
Closed -$267K – 344
2014
Q2 		$267K Sell
3,702
-1,237
-25% -$95K 0.11% 126
2014
Q1 		$371K Buy
4,939
+249
+5% +$18K 0.16% 116
2013
Q4 		$352K Buy
+4,690
New +$307K 0.14% 117

Other funds holding PSIX

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Stonehage Fleming (UK)'s PSIX Position: Q3 2014 in Review

Stonehage Fleming (UK) sold out of Power Solutions International (PSIX) in Q3 2014, closing a stake of 3,702 shares — an estimated $267K sold.

Stonehage Fleming (UK) first reported a position in PSIX in Q4 2013 and held it in 3 quarters. The position peaked at $371K in Q1 2014. 91 funds tracked by Wall St. Rank hold PSIX as of Q3 2014.

  • Stonehage Fleming (UK) reported no remaining Power Solutions International position as of Q3 2014 after selling out during the quarter.
  • Stonehage Fleming (UK) sold 3,702 Power Solutions International shares in Q3 2014, an estimated $267K.
  • Stonehage Fleming (UK) first reported a position in Power Solutions International in Q4 2013 and held it in 3 quarters.
  • Stonehage Fleming (UK)'s Power Solutions International position peaked at $371K in Q1 2014.
  • 91 funds tracked by Wall St. Rank held Power Solutions International as of Q3 2014.

Based on Stonehage Fleming (UK)'s 13F filing for Q3 2014, filed 11 Oct 2019.