UCFA
PSIX

United Capital Financial Advisors’s Power Solutions International PSIX Stock Holding History

United Capital Financial Advisors’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
Q4 		– Sell
-3,125
Closed -$216K – 1197
2014
Q3 		$216K Buy
+3,125
New +$211K ﹤0.01% 1028
2014
Q1 		– Sell
-2,850
Closed -$214K – 945
2013
Q4 		$214K Buy
+2,850
New +$187K 0.01% 587

Other funds holding PSIX

Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
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
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
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 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
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

United Capital Financial Advisors's PSIX Position: Q4 2014 in Review

United Capital Financial Advisors sold out of Power Solutions International (PSIX) in Q4 2014, closing a stake of 3,125 shares — an estimated $216K sold.

United Capital Financial Advisors first reported a position in PSIX in Q4 2013 and held it in 2 quarters. The position peaked at $216K in Q3 2014. 88 funds tracked by Wall St. Rank hold PSIX as of Q4 2014.

  • United Capital Financial Advisors reported no remaining Power Solutions International position as of Q4 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,125 Power Solutions International shares in Q4 2014, an estimated $216K.
  • United Capital Financial Advisors first reported a position in Power Solutions International in Q4 2013 and held it in 2 quarters.
  • United Capital Financial Advisors's Power Solutions International position peaked at $216K in Q3 2014.
  • 88 funds tracked by Wall St. Rank held Power Solutions International as of Q4 2014.

Based on United Capital Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.