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Financial Architects (New Jersey)’s Polaris PII Stock Holding History

Financial Architects (New Jersey)’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
2015
Q2 		– Sell
-49
Closed -$7K – 1246
2015
Q1 		$7K Buy
+49
New +$7.22K ﹤0.01% 801

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Financial Architects (New Jersey)'s PII Position: Q2 2015 in Review

Financial Architects (New Jersey) sold out of Polaris (PII) in Q2 2015, closing a stake of 49 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in PII in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 500 funds tracked by Wall St. Rank hold PII as of Q2 2015.

  • Financial Architects (New Jersey) reported no remaining Polaris position as of Q2 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 49 Polaris shares in Q2 2015, an estimated $7K.
  • Financial Architects (New Jersey) first reported a position in Polaris in Q1 2015 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Polaris position peaked at $7K in Q1 2015.
  • 500 funds tracked by Wall St. Rank held Polaris as of Q2 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2015, filed 5 Aug 2015.