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Waddell & Reed Financial’s Powell Industries POWL Stock Holding History

Waddell & Reed Financial’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
-119,094
Closed -$1.62M – 580
2014
Q3 		$1.62M Sell
119,094
-447,906
-79% -$8.35M ﹤0.01% 527
2014
Q2 		$12.4M Hold
567,000
– – 0.02% 400
2014
Q1 		$12.2M Buy
567,000
+69,600
+14% +$1.5M 0.02% 395
2013
Q4 		$11.1M Buy
497,400
+174,300
+54% +$3.76M 0.02% 409
2013
Q3 		$6.6M Buy
323,100
+83,700
+35% +$1.51M 0.01% 458
2013
Q2 		$4.12M Buy
+239,400
New +$3.98M 0.01% 470

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
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
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 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

Waddell & Reed Financial's POWL Position: Q4 2014 in Review

Waddell & Reed Financial sold out of Powell Industries (POWL) in Q4 2014, closing a stake of 119,094 shares — an estimated $1.62M sold.

Waddell & Reed Financial first reported a position in POWL in Q2 2013 and held it in 6 quarters. The position peaked at $12.4M in Q2 2014. 110 funds tracked by Wall St. Rank hold POWL as of Q4 2014.

  • Waddell & Reed Financial reported no remaining Powell Industries position as of Q4 2014 after selling out during the quarter.
  • Waddell & Reed Financial sold 119,094 Powell Industries shares in Q4 2014, an estimated $1.62M.
  • Waddell & Reed Financial first reported a position in Powell Industries in Q2 2013 and held it in 6 quarters.
  • Waddell & Reed Financial's Powell Industries position peaked at $12.4M in Q2 2014.
  • 110 funds tracked by Wall St. Rank held Powell Industries as of Q4 2014.

Based on Waddell & Reed Financial's 13F filing for Q4 2014, filed 13 Feb 2015.