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Foundry Partners’s Polaris PII Stock Holding History

Foundry Partners’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
Q1 		– Sell
-48,148
Closed -$7.28M – 277
2014
Q4 		$7.28M Buy
+48,148
New +$7.22M 0.6% 61
2014
Q2 		– Sell
-4,025
Closed -$562K – 282
2014
Q1 		$562K Sell
4,025
-125
-3% -$16.9K 0.05% 217
2013
Q4 		$604K Buy
+4,150
New +$556K 0.05% 218

Other funds holding PII

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Foundry Partners's PII Position: Q1 2015 in Review

Foundry Partners sold out of Polaris (PII) in Q1 2015, closing a stake of 48,148 shares — an estimated $7.28M sold.

Foundry Partners first reported a position in PII in Q4 2013 and held it in 3 quarters. The position peaked at $7.28M in Q4 2014. 493 funds tracked by Wall St. Rank hold PII as of Q1 2015.

  • Foundry Partners reported no remaining Polaris position as of Q1 2015 after selling out during the quarter.
  • Foundry Partners sold 48,148 Polaris shares in Q1 2015, an estimated $7.28M.
  • Foundry Partners first reported a position in Polaris in Q4 2013 and held it in 3 quarters.
  • Foundry Partners's Polaris position peaked at $7.28M in Q4 2014.
  • 493 funds tracked by Wall St. Rank held Polaris as of Q1 2015.

Based on Foundry Partners's 13F filing for Q1 2015, filed 14 Apr 2015.