Wellington Management Group
PSIX

Wellington Management Group’s Power Solutions International PSIX Stock Holding History

Wellington Management Group’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
2017
Q1 		– Sell
-949,914
Closed -$7.13M – 2325
2016
Q4 		$7.13M Sell
949,914
-80,190
-8% -$879K ﹤0.01% 1293
2016
Q3 		$10.6M Sell
1,030,104
-25,610
-2% -$368K ﹤0.01% 1155
2016
Q2 		$18.8M Sell
1,055,714
-185,146
-15% -$2.71M ﹤0.01% 964
2016
Q1 		$17.1M Buy
1,240,860
+74,980
+6% +$893K ﹤0.01% 971
2015
Q4 		$21.3M Buy
1,165,880
+487,200
+72% +$10.5M 0.01% 945
2015
Q3 		$15.4M Buy
678,680
+176,160
+35% +$6.43M ﹤0.01% 1048
2015
Q2 		$27.1M Buy
502,520
+245,200
+95% +$14.4M 0.01% 910
2015
Q1 		$16.5M Buy
257,320
+173,120
+206% +$9.03M ﹤0.01% 1095
2014
Q4 		$4.35M Buy
+84,200
New +$5M ﹤0.01% 1477
2014
Q2 		– Sell
-2,698
Closed -$203K – 2239
2014
Q1 		$203K Buy
+2,698
New +$195K ﹤0.01% 2110
2013
Q3 		– Sell
-264,023
Closed -$8.87M – 2243
2013
Q2 		$8.87M Buy
+264,023
New +$9.38M ﹤0.01% 1235

Other funds holding PSIX

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group's PSIX Position: Q1 2017 in Review

Wellington Management Group sold out of Power Solutions International (PSIX) in Q1 2017, closing a stake of 949,914 shares — an estimated $7.13M sold.

Wellington Management Group first reported a position in PSIX in Q2 2013 and held it in 11 quarters. The position peaked at $27.1M in Q2 2015. 38 funds tracked by Wall St. Rank hold PSIX as of Q1 2017.

  • Wellington Management Group reported no remaining Power Solutions International position as of Q1 2017 after selling out during the quarter.
  • Wellington Management Group sold 949,914 Power Solutions International shares in Q1 2017, an estimated $7.13M.
  • Wellington Management Group first reported a position in Power Solutions International in Q2 2013 and held it in 11 quarters.
  • Wellington Management Group's Power Solutions International position peaked at $27.1M in Q2 2015.
  • 38 funds tracked by Wall St. Rank held Power Solutions International as of Q1 2017.

Based on Wellington Management Group's 13F filing for Q1 2017, filed 11 May 2017.