Elite Wealth Management’s Polaris PII Stock Holding History

Elite Wealth Management’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
2014 Q1	–	Sell	-17	Closed	-$2K	–	588
2013 Q4	$2K	Buy	+17	New	+$2.28K	﹤0.01%	694

Other funds holding PII

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SAM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elite Wealth Management's PII Position: Q1 2014 in Review

Elite Wealth Management sold out of Polaris (PII) in Q1 2014, closing a stake of 17 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in PII in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 427 funds tracked by Wall St. Rank hold PII as of Q1 2014.

Elite Wealth Management reported no remaining Polaris position as of Q1 2014 after selling out during the quarter.
Elite Wealth Management sold 17 Polaris shares in Q1 2014, an estimated $2K.
Elite Wealth Management first reported a position in Polaris in Q4 2013 and held it in 1 quarter.
Elite Wealth Management's Polaris position peaked at $2K in Q4 2013.
427 funds tracked by Wall St. Rank held Polaris as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.