American National Insurance’s Polaris PII Stock Holding History

American National Insurance’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
2018 Q3	–	Sell	-6,000	Closed	-$733K	–	344
2018 Q2	$733K	Hold	6,000	–	–	0.04%	271
2018 Q1	$687K	Sell	6,000 -600	-9%	-$72.2K	0.03%	275
2017 Q4	$818K	Hold	6,600	–	–	0.04%	266
2017 Q3	$691K	Sell	6,600 -5,400	-45%	-$512K	0.04%	277
2017 Q2	$1.11M	Sell	12,000 -2,000	-14%	-$172K	0.06%	234
2017 Q1	$1.17M	Hold	14,000	–	–	0.07%	233
2016 Q4	$1.15M	Hold	14,000	–	–	0.07%	228
2016 Q3	$1.08M	Hold	14,000	–	–	0.06%	242
2016 Q2	$1.15M	Hold	14,000	–	–	0.07%	239
2016 Q1	$1.38M	Hold	14,000	–	–	0.08%	227
2015 Q4	$1.2M	Hold	14,000	–	–	0.07%	243
2015 Q3	$1.68M	Hold	14,000	–	–	0.11%	199
2015 Q2	$2.07M	Hold	14,000	–	–	0.12%	190
2015 Q1	$1.98M	Hold	14,000	–	–	0.12%	191
2014 Q4	$2.12M	Sell	14,000 -2,000	-13%	-$300K	0.13%	188
2014 Q3	$2.4M	Hold	16,000	–	–	0.15%	174
2014 Q2	$2.08M	Hold	16,000	–	–	0.13%	192
2014 Q1	$2.23M	Hold	16,000	–	–	0.14%	181
2013 Q4	$2.33M	Hold	16,000	–	–	0.15%	174
2013 Q3	$2.07M	Hold	16,000	–	–	0.15%	177
2013 Q2	$1.52M	Buy	+16,000	New	+$1.45M	0.11%	203

Other funds holding PII

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

American National Insurance's PII Position: Q3 2018 in Review

American National Insurance sold out of Polaris (PII) in Q3 2018, closing a stake of 6,000 shares — an estimated $733K sold.

American National Insurance first reported a position in PII in Q2 2013 and held it in 21 quarters. The position peaked at $2.4M in Q3 2014. 468 funds tracked by Wall St. Rank hold PII as of Q3 2018.

American National Insurance reported no remaining Polaris position as of Q3 2018 after selling out during the quarter.
American National Insurance sold 6,000 Polaris shares in Q3 2018, an estimated $733K.
American National Insurance first reported a position in Polaris in Q2 2013 and held it in 21 quarters.
American National Insurance's Polaris position peaked at $2.4M in Q3 2014.
468 funds tracked by Wall St. Rank held Polaris as of Q3 2018.

Based on American National Insurance's 13F filing for Q3 2018, filed 8 Nov 2018.