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Freedom Investment Management’s Polaris PII Stock Holding History

Freedom Investment 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
2018
Q1 		– Sell
-2,326
Closed -$288K – 1191
2017
Q4 		$288K Sell
2,326
-598
-20% -$71K 0.01% 908
2017
Q3 		$306K Sell
2,924
-1,969
-40% -$187K 0.02% 844
2017
Q2 		$451K Sell
4,893
-104
-2% -$8.92K 0.03% 609
2017
Q1 		$419K Buy
4,997
+382
+8% +$32.9K 0.02% 615
2016
Q4 		$380K Sell
4,615
-250
-5% -$20.4K 0.02% 587
2016
Q3 		$377K Buy
4,865
+811
+20% +$70.4K 0.02% 540
2016
Q2 		$331K Sell
4,054
-25,525
-86% -$2.26M 0.02% 553
2016
Q1 		$2.91M Sell
29,579
-6,506
-18% -$564K 0.21% 47
2015
Q4 		$3.1M Buy
36,085
+20,476
+131% +$2.17M 0.24% 48
2015
Q3 		$400K Sell
15,609
-25,718
-62% -$3.49M 0.04% 382
2015
Q2 		$6.12M Buy
41,327
+3,200
+8% +$460K 0.63% 21
2015
Q1 		$5.38M Buy
38,127
+13,486
+55% +$1.99M 0.59% 28
2014
Q4 		$3.73M Buy
24,641
+8,484
+53% +$1.27M 0.48% 34
2014
Q3 		$2.42M Buy
16,157
+3,954
+32% +$571K 0.43% 30
2014
Q2 		$1.59M Buy
12,203
+3,466
+40% +$459K 0.27% 52
2014
Q1 		$1.22M Buy
8,737
+4,629
+113% +$625K 0.26% 55
2013
Q4 		$598K Buy
4,108
+1,813
+79% +$243K 0.15% 127
2013
Q3 		$296K Buy
+2,295
New +$258K 0.08% 223

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Freedom Investment Management's PII Position: Q1 2018 in Review

Freedom Investment Management sold out of Polaris (PII) in Q1 2018, closing a stake of 2,326 shares — an estimated $288K sold.

Freedom Investment Management first reported a position in PII in Q3 2013 and held it in 18 quarters. The position peaked at $6.12M in Q2 2015. 463 funds tracked by Wall St. Rank hold PII as of Q1 2018.

  • Freedom Investment Management reported no remaining Polaris position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 2,326 Polaris shares in Q1 2018, an estimated $288K.
  • Freedom Investment Management first reported a position in Polaris in Q3 2013 and held it in 18 quarters.
  • Freedom Investment Management's Polaris position peaked at $6.12M in Q2 2015.
  • 463 funds tracked by Wall St. Rank held Polaris as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.