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Bellwether Investment Group’s Polaris PII Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-68
Closed -$6K – 465
2017
Q1 		$6K Hold
68
– – 0.02% 592
2016
Q4 		$6K Buy
+68
New +$5.55K 0.01% 758
2016
Q2 		$15K Buy
+188
New +$16.7K 0.02% 359

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bellwether Investment Group's PII Position: Q2 2017 in Review

Bellwether Investment Group sold out of Polaris (PII) in Q2 2017, closing a stake of 68 shares — an estimated $6K sold.

Bellwether Investment Group first reported a position in PII in Q2 2016 and held it in 3 quarters. The position peaked at $15K in Q2 2016. 420 funds tracked by Wall St. Rank hold PII as of Q2 2017.

  • Bellwether Investment Group reported no remaining Polaris position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 68 Polaris shares in Q2 2017, an estimated $6K.
  • Bellwether Investment Group first reported a position in Polaris in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Polaris position peaked at $15K in Q2 2016.
  • 420 funds tracked by Wall St. Rank held Polaris as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.