Virtus Fund Advisers’s Powell Industries POWL Stock Holding History

Virtus Fund Advisers’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 Q4	–	Sell	-117,657	Closed	-$1.6M	–	1149
2014 Q3	$1.6M	Sell	117,657 -1,557	-1%	-$29K	0.01%	362
2014 Q2	$2.6M	Buy	+119,214	New	+$2.51M	0.02%	336

Other funds holding POWL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Virtus Fund Advisers's POWL Position: Q4 2014 in Review

Virtus Fund Advisers sold out of Powell Industries (POWL) in Q4 2014, closing a stake of 117,657 shares — an estimated $1.6M sold.

Virtus Fund Advisers first reported a position in POWL in Q2 2014 and held it in 2 quarters. The position peaked at $2.6M in Q2 2014. 110 funds tracked by Wall St. Rank hold POWL as of Q4 2014.

Virtus Fund Advisers reported no remaining Powell Industries position as of Q4 2014 after selling out during the quarter.
Virtus Fund Advisers sold 117,657 Powell Industries shares in Q4 2014, an estimated $1.6M.
Virtus Fund Advisers first reported a position in Powell Industries in Q2 2014 and held it in 2 quarters.
Virtus Fund Advisers's Powell Industries position peaked at $2.6M in Q2 2014.
110 funds tracked by Wall St. Rank held Powell Industries as of Q4 2014.

Based on Virtus Fund Advisers's 13F filing for Q4 2014, filed 10 Feb 2015.