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Baltimore-Washington Financial Advisors’s Polaris PII Stock Holding History

Baltimore-Washington Financial 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
2015
Q2 		– Sell
-66
Closed -$9K – 265
2015
Q1 		$9K Buy
+66
New +$9.73K ﹤0.01% 215

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

Baltimore-Washington Financial Advisors's PII Position: Q2 2015 in Review

Baltimore-Washington Financial Advisors sold out of Polaris (PII) in Q2 2015, closing a stake of 66 shares — an estimated $9K sold.

Baltimore-Washington Financial Advisors first reported a position in PII in Q1 2015 and held it in 1 quarter. The position peaked at $9K in Q1 2015. 500 funds tracked by Wall St. Rank hold PII as of Q2 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Polaris position as of Q2 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 66 Polaris shares in Q2 2015, an estimated $9K.
  • Baltimore-Washington Financial Advisors first reported a position in Polaris in Q1 2015 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Polaris position peaked at $9K in Q1 2015.
  • 500 funds tracked by Wall St. Rank held Polaris as of Q2 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2015, filed 15 Jul 2015.