BancorpSouth’s Polaris PII Stock Holding History

BancorpSouth’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
2017 Q3	$356K	Buy	3,399 +112	+3%	+$10.6K	0.04%	175
2017 Q2	$303K	Buy	3,287 +377	+13%	+$32.3K	0.03%	179
2017 Q1	$244K	Buy	+2,910	New	+$250K	0.03%	207
2016 Q2	–	Sell	-2,523	Closed	-$248K	–	255
2016 Q1	$248K	Buy	+2,523	New	+$219K	0.03%	190

Other funds holding PII

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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

WRF

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

BancorpSouth's PII Position: Q3 2017 in Review

BancorpSouth increased its Polaris (PII) stake by 3.4% in Q3 2017, buying an estimated $10.6K and bringing the position to 3,399 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #175.

BancorpSouth first reported a position in PII in Q1 2016 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold PII as of Q3 2017.

BancorpSouth held 3,399 shares of Polaris worth $356K as of Q3 2017.
BancorpSouth bought 112 Polaris shares in Q3 2017, an estimated $10.6K.
Polaris made up 0.04% of BancorpSouth's portfolio in Q3 2017, its #175 holding.
BancorpSouth first reported a position in Polaris in Q1 2016 and has held it in 4 quarters since.
423 funds tracked by Wall St. Rank held Polaris as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.