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Aviance Capital Management’s Polaris PII Stock Holding History

Aviance Capital Management’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
2015
Q2 		– Sell
-2,436
Closed -$344K – 191
2015
Q1 		$344K Sell
2,436
-83
-3% -$12.2K 0.01% 215
2014
Q4 		$381K Sell
2,519
-446
-15% -$66.9K 0.01% 252
2014
Q3 		$444K Sell
2,965
-811
-21% -$117K 0.02% 240
2014
Q2 		$492K Sell
3,776
-203
-5% -$26.9K 0.02% 228
2014
Q1 		$556K Buy
+3,979
New +$537K 0.03% 194
2013
Q3 		– Sell
-338
Closed -$32K – 478
2013
Q2 		$32K Buy
+338
New +$30.6K 0.02% 223

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $34.9B AUM 18.88% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Aviance Capital Management's PII Position: Q2 2015 in Review

Aviance Capital Management sold out of Polaris (PII) in Q2 2015, closing a stake of 2,436 shares — an estimated $344K sold.

Aviance Capital Management first reported a position in PII in Q2 2013 and held it in 6 quarters. The position peaked at $556K in Q1 2014. 500 funds tracked by Wall St. Rank hold PII as of Q2 2015.

  • Aviance Capital Management reported no remaining Polaris position as of Q2 2015 after selling out during the quarter.
  • Aviance Capital Management sold 2,436 Polaris shares in Q2 2015, an estimated $344K.
  • Aviance Capital Management first reported a position in Polaris in Q2 2013 and held it in 6 quarters.
  • Aviance Capital Management's Polaris position peaked at $556K in Q1 2014.
  • 500 funds tracked by Wall St. Rank held Polaris as of Q2 2015.

Based on Aviance Capital Management's 13F filing for Q2 2015, filed 31 Jul 2015.