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Buckingham Capital Management (New York)’s Polaris PII Stock Holding History

Buckingham Capital Management (New York)’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
2016
Q1 		– Sell
-47,672
Closed -$4.1M – 87
2015
Q4 		$4.1M Sell
47,672
-101,338
-68% -$10.7M 0.51% 67
2015
Q3 		$17.9M Sell
149,010
-1,879
-1% -$255K 1.62% 22
2015
Q2 		$22.3M Buy
150,889
+39,544
+36% +$5.69M 1.85% 18
2015
Q1 		$15.7M Sell
111,345
-26,555
-19% -$3.91M 1.37% 24
2014
Q4 		$20.9M Buy
137,900
+20,000
+17% +$3M 1.84% 19
2014
Q3 		$17.7M Sell
117,900
-10,000
-8% -$1.45M 1.56% 19
2014
Q2 		$16.7M Hold
127,900
– – 1.35% 24
2014
Q1 		$17.9M Buy
127,900
+55,100
+76% +$7.43M 1.65% 21
2013
Q4 		$10.6M Sell
72,800
-34,600
-32% -$4.63M 1.07% 33
2013
Q3 		$13.9M Sell
107,400
-277,200
-72% -$31.1M 1.35% 25
2013
Q2 		$36.5M Buy
+384,600
New +$34.8M 3.47% 4

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Buckingham Capital Management (New York)'s PII Position: Q1 2016 in Review

Buckingham Capital Management (New York) sold out of Polaris (PII) in Q1 2016, closing a stake of 47,672 shares — an estimated $4.1M sold.

Buckingham Capital Management (New York) first reported a position in PII in Q2 2013 and held it in 11 quarters. The position peaked at $36.5M in Q2 2013. 469 funds tracked by Wall St. Rank hold PII as of Q1 2016.

  • Buckingham Capital Management (New York) reported no remaining Polaris position as of Q1 2016 after selling out during the quarter.
  • Buckingham Capital Management (New York) sold 47,672 Polaris shares in Q1 2016, an estimated $4.1M.
  • Buckingham Capital Management (New York) first reported a position in Polaris in Q2 2013 and held it in 11 quarters.
  • Buckingham Capital Management (New York)'s Polaris position peaked at $36.5M in Q2 2013.
  • 469 funds tracked by Wall St. Rank held Polaris as of Q1 2016.

Based on Buckingham Capital Management (New York)'s 13F filing for Q1 2016, filed 20 Apr 2016.