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TFS Capital’s Powell Industries POWL Stock Holding History

TFS Capital’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
2017
Q3 		– Sell
-21,201
Closed -$226K – 271
2017
Q2 		$226K Sell
21,201
-18,624
-47% -$207K 0.09% 409
2017
Q1 		$457K Buy
39,825
+13,752
+53% +$164K 0.15% 253
2016
Q4 		$339K Sell
26,073
-29,898
-53% -$395K 0.09% 381
2016
Q3 		$747K Sell
55,971
-11,625
-17% -$148K 0.18% 179
2016
Q2 		$886K Sell
67,596
-123,681
-65% -$1.39M 0.16% 207
2016
Q1 		$1.9M Buy
191,277
+149,523
+358% +$1.32M 0.27% 78
2015
Q4 		$362K Sell
41,754
-247,752
-86% -$2.57M 0.04% 487
2015
Q3 		$2.9M Buy
289,506
+206,163
+247% +$2.04M 0.28% 91
2015
Q2 		$977K Buy
+83,343
New +$995K 0.1% 349
2015
Q1 		– Sell
-40,935
Closed -$670K – 1093
2014
Q4 		$670K Buy
+40,935
New +$608K 0.06% 493
2014
Q2 		– Sell
-22,107
Closed -$478K – 1309
2014
Q1 		$478K Sell
22,107
-76,293
-78% -$1.64M 0.03% 751
2013
Q4 		$2.2M Sell
98,400
-46,500
-32% -$1M 0.1% 283
2013
Q3 		$2.96M Buy
144,900
+32,232
+29% +$582K 0.13% 207
2013
Q2 		$1.94M Buy
+112,668
New +$1.87M 0.08% 351

Other funds holding POWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TFS Capital's POWL Position: Q3 2017 in Review

TFS Capital sold out of Powell Industries (POWL) in Q3 2017, closing a stake of 21,201 shares — an estimated $226K sold.

TFS Capital first reported a position in POWL in Q2 2013 and held it in 14 quarters. The position peaked at $2.96M in Q3 2013. 99 funds tracked by Wall St. Rank hold POWL as of Q3 2017.

  • TFS Capital reported no remaining Powell Industries position as of Q3 2017 after selling out during the quarter.
  • TFS Capital sold 21,201 Powell Industries shares in Q3 2017, an estimated $226K.
  • TFS Capital first reported a position in Powell Industries in Q2 2013 and held it in 14 quarters.
  • TFS Capital's Powell Industries position peaked at $2.96M in Q3 2013.
  • 99 funds tracked by Wall St. Rank held Powell Industries as of Q3 2017.

Based on TFS Capital's 13F filing for Q3 2017.