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America First Investment Advisors’s Polaris PII Stock Holding History

America First Investment Advisors’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-100
Closed -$15K – 158
2014
Q3 		$15K Buy
+100
New +$14.5K 0.01% 124

Other funds holding PII

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

America First Investment Advisors's PII Position: Q4 2014 in Review

America First Investment Advisors sold out of Polaris (PII) in Q4 2014, closing a stake of 100 shares — an estimated $15K sold.

America First Investment Advisors first reported a position in PII in Q3 2014 and held it in 1 quarter. The position peaked at $15K in Q3 2014. 498 funds tracked by Wall St. Rank hold PII as of Q4 2014.

  • America First Investment Advisors reported no remaining Polaris position as of Q4 2014 after selling out during the quarter.
  • America First Investment Advisors sold 100 Polaris shares in Q4 2014, an estimated $15K.
  • America First Investment Advisors first reported a position in Polaris in Q3 2014 and held it in 1 quarter.
  • America First Investment Advisors's Polaris position peaked at $15K in Q3 2014.
  • 498 funds tracked by Wall St. Rank held Polaris as of Q4 2014.

Based on America First Investment Advisors's 13F filing for Q4 2014, filed 2 Feb 2015.