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WBI Investments’s Powell Industries POWL Stock Holding History

WBI Investments’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
2017
Q1 		– Sell
-29,070
Closed -$378K – 350
2016
Q4 		$378K Sell
29,070
-43,056
-60% -$569K 0.02% 251
2016
Q3 		$963K Buy
72,126
+4,707
+7% +$60K 0.04% 211
2016
Q2 		$884K Buy
+67,419
New +$757K 0.03% 130

Other funds holding POWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

WBI Investments's POWL Position: Q1 2017 in Review

WBI Investments sold out of Powell Industries (POWL) in Q1 2017, closing a stake of 29,070 shares — an estimated $378K sold.

WBI Investments first reported a position in POWL in Q2 2016 and held it in 3 quarters. The position peaked at $963K in Q3 2016. 107 funds tracked by Wall St. Rank hold POWL as of Q1 2017.

  • WBI Investments reported no remaining Powell Industries position as of Q1 2017 after selling out during the quarter.
  • WBI Investments sold 29,070 Powell Industries shares in Q1 2017, an estimated $378K.
  • WBI Investments first reported a position in Powell Industries in Q2 2016 and held it in 3 quarters.
  • WBI Investments's Powell Industries position peaked at $963K in Q3 2016.
  • 107 funds tracked by Wall St. Rank held Powell Industries as of Q1 2017.

Based on WBI Investments's 13F filing for Q1 2017, filed 10 May 2017.