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UBS’s Powell Industries POWL Stock Holding History

UBS’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
Q3 		– Sell
-2,109
Closed -$46K – 10658
2014
Q2 		$46K Buy
2,109
+1,242
+143% +$26.2K ﹤0.01% 6986
2014
Q1 		$19K Sell
867
-2,067
-70% -$44.6K ﹤0.01% 8163
2013
Q4 		$65K Sell
2,934
-1,407
-32% -$30.4K ﹤0.01% 6623
2013
Q3 		$89K Buy
4,341
+4,062
+1,456% +$73.4K ﹤0.01% 6146
2013
Q2 		$5K Buy
+279
New +$4.64K ﹤0.01% 9255

Other funds holding POWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

UBS's POWL Position: Q3 2014 in Review

UBS sold out of Powell Industries (POWL) in Q3 2014, closing a stake of 2,109 shares — an estimated $46K sold.

UBS first reported a position in POWL in Q2 2013 and held it in 5 quarters. The position peaked at $89K in Q3 2013. 103 funds tracked by Wall St. Rank hold POWL as of Q3 2014.

  • UBS reported no remaining Powell Industries position as of Q3 2014 after selling out during the quarter.
  • UBS sold 2,109 Powell Industries shares in Q3 2014, an estimated $46K.
  • UBS first reported a position in Powell Industries in Q2 2013 and held it in 5 quarters.
  • UBS's Powell Industries position peaked at $89K in Q3 2013.
  • 103 funds tracked by Wall St. Rank held Powell Industries as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.