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Checchi Capital Advisers’s Polaris PII Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-177
Closed -$14K – 984
2016
Q2 		$14K Buy
177
+16
+10% +$1.42K ﹤0.01% 1234
2016
Q1 		$16K Buy
+161
New +$14K ﹤0.01% 1223

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 $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Checchi Capital Advisers's PII Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Polaris (PII) in Q3 2016, closing a stake of 177 shares — an estimated $14K sold.

Checchi Capital Advisers first reported a position in PII in Q1 2016 and held it in 2 quarters. The position peaked at $16K in Q1 2016. 448 funds tracked by Wall St. Rank hold PII as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Polaris position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 177 Polaris shares in Q3 2016, an estimated $14K.
  • Checchi Capital Advisers first reported a position in Polaris in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Polaris position peaked at $16K in Q1 2016.
  • 448 funds tracked by Wall St. Rank held Polaris as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.