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FDx Advisors’s Polaris PII Stock Holding History

FDx Advisors’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 		– Sell
-2,366
Closed -$218K – 1290
2017
Q2 		$218K Sell
2,366
-279
-11% -$23.9K 0.01% 1109
2017
Q1 		$222K Buy
+2,645
New +$228K 0.01% 1084
2016
Q1 		– Sell
-6,271
Closed -$539K – 936
2015
Q4 		$539K Sell
6,271
-661
-10% -$70.1K 0.02% 541
2015
Q3 		$831K Buy
6,932
+761
+12% +$103K 0.07% 297
2015
Q2 		$914K Buy
6,171
+1,671
+37% +$240K 0.05% 366
2015
Q1 		$632K Sell
4,500
-881
-16% -$130K 0.01% 823
2014
Q4 		$814K Sell
5,381
-1,335
-20% -$200K 0.05% 378
2014
Q3 		$1.01M Buy
6,716
+115
+2% +$16.6K 0.07% 331
2014
Q2 		$860K Buy
6,601
+1,354
+26% +$179K 0.06% 377
2014
Q1 		$733K Buy
5,247
+1,776
+51% +$240K 0.06% 324
2013
Q4 		$501K Buy
3,471
+316
+10% +$42.3K 0.05% 362
2013
Q3 		$408K Sell
3,155
-213
-6% -$23.9K 0.05% 342
2013
Q2 		$320K Buy
+3,368
New +$305K 0.04% 368

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
Fidelity Investments
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

FDx Advisors's PII Position: Q3 2017 in Review

FDx Advisors sold out of Polaris (PII) in Q3 2017, closing a stake of 2,366 shares — an estimated $218K sold.

FDx Advisors first reported a position in PII in Q2 2013 and held it in 13 quarters. The position peaked at $1.01M in Q3 2014. 423 funds tracked by Wall St. Rank hold PII as of Q3 2017.

  • FDx Advisors reported no remaining Polaris position as of Q3 2017 after selling out during the quarter.
  • FDx Advisors sold 2,366 Polaris shares in Q3 2017, an estimated $218K.
  • FDx Advisors first reported a position in Polaris in Q2 2013 and held it in 13 quarters.
  • FDx Advisors's Polaris position peaked at $1.01M in Q3 2014.
  • 423 funds tracked by Wall St. Rank held Polaris as of Q3 2017.

Based on FDx Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.