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University of Notre Dame du Lac’s Powell Industries POWL Stock Holding History

University of Notre Dame du Lac’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
2016
Q4 		– Sell
-170,502
Closed -$2.28M – 52
2016
Q3 		$2.28M Buy
+170,502
New +$2.17M 1.97% 17
2016
Q1 		– Sell
-94,437
Closed -$819K – 54
2015
Q4 		$819K Buy
+94,437
New +$979K 0.76% 42

Other funds holding POWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

University of Notre Dame du Lac's POWL Position: Q4 2016 in Review

University of Notre Dame du Lac sold out of Powell Industries (POWL) in Q4 2016, closing a stake of 170,502 shares — an estimated $2.28M sold.

University of Notre Dame du Lac first reported a position in POWL in Q4 2015 and held it in 2 quarters. The position peaked at $2.28M in Q3 2016. 121 funds tracked by Wall St. Rank hold POWL as of Q4 2016.

  • University of Notre Dame du Lac reported no remaining Powell Industries position as of Q4 2016 after selling out during the quarter.
  • University of Notre Dame du Lac sold 170,502 Powell Industries shares in Q4 2016, an estimated $2.28M.
  • University of Notre Dame du Lac first reported a position in Powell Industries in Q4 2015 and held it in 2 quarters.
  • University of Notre Dame du Lac's Powell Industries position peaked at $2.28M in Q3 2016.
  • 121 funds tracked by Wall St. Rank held Powell Industries as of Q4 2016.

Based on University of Notre Dame du Lac's 13F filing for Q4 2016, filed 13 Feb 2017.