WRF
PSIX

Waddell & Reed Financial’s Power Solutions International PSIX Stock Holding History

Waddell & Reed Financial’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
2016
Q3 		– Sell
-90,100
Closed -$1.61M – 628
2016
Q2 		$1.61M Hold
90,100
– – ﹤0.01% 565
2016
Q1 		$1.24M Hold
90,100
– – ﹤0.01% 583
2015
Q4 		$1.64M Buy
90,100
+23,900
+36% +$515K ﹤0.01% 603
2015
Q3 		$1.5M Buy
+66,200
New +$2.42M ﹤0.01% 599

Other funds holding PSIX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 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
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KB
Kimelman & Baird New York $1.22B AUM 11.47% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Waddell & Reed Financial's PSIX Position: Q3 2016 in Review

Waddell & Reed Financial sold out of Power Solutions International (PSIX) in Q3 2016, closing a stake of 90,100 shares — an estimated $1.61M sold.

Waddell & Reed Financial first reported a position in PSIX in Q3 2015 and held it in 4 quarters. The position peaked at $1.64M in Q4 2015. 53 funds tracked by Wall St. Rank hold PSIX as of Q3 2016.

  • Waddell & Reed Financial reported no remaining Power Solutions International position as of Q3 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 90,100 Power Solutions International shares in Q3 2016, an estimated $1.61M.
  • Waddell & Reed Financial first reported a position in Power Solutions International in Q3 2015 and held it in 4 quarters.
  • Waddell & Reed Financial's Power Solutions International position peaked at $1.64M in Q4 2015.
  • 53 funds tracked by Wall St. Rank held Power Solutions International as of Q3 2016.

Based on Waddell & Reed Financial's 13F filing for Q3 2016, filed 14 Nov 2016.