Zebra Capital Management’s Powell Industries POWL Stock Holding History

Zebra Capital Management’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
2015 Q2	–	Sell	-21,720	Closed	-$244K	–	237
2015 Q1	$244K	Sell	21,720 -13,701	-39%	-$168K	0.13%	208
2014 Q4	$579K	Buy	35,421 +309	+0.9%	+$4.59K	0.22%	187
2014 Q3	$478K	Buy	35,112 +1,215	+4%	+$22.7K	0.19%	203
2014 Q2	$739K	Buy	+33,897	New	+$714K	0.28%	175
2013 Q4	–	Sell	-10,797	Closed	-$221K	–	256
2013 Q3	$221K	Buy	+10,797	New	+$195K	0.17%	202

Other funds holding POWL

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

RCM

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

Royce & Associates New York $10.1B AUM 42.88% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

VDBMI

Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

Zebra Capital Management's POWL Position: Q2 2015 in Review

Zebra Capital Management sold out of Powell Industries (POWL) in Q2 2015, closing a stake of 21,720 shares — an estimated $244K sold.

Zebra Capital Management first reported a position in POWL in Q3 2013 and held it in 5 quarters. The position peaked at $739K in Q2 2014. 94 funds tracked by Wall St. Rank hold POWL as of Q2 2015.

Zebra Capital Management reported no remaining Powell Industries position as of Q2 2015 after selling out during the quarter.
Zebra Capital Management sold 21,720 Powell Industries shares in Q2 2015, an estimated $244K.
Zebra Capital Management first reported a position in Powell Industries in Q3 2013 and held it in 5 quarters.
Zebra Capital Management's Powell Industries position peaked at $739K in Q2 2014.
94 funds tracked by Wall St. Rank held Powell Industries as of Q2 2015.

Based on Zebra Capital Management's 13F filing for Q2 2015, filed 11 Aug 2015.