FIM
PII icon

Friedberg Investment Management’s Polaris PII Stock Holding History

Friedberg 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
2015
Q3 		– Sell
-41,665
Closed -$6.17M – 99
2015
Q2 		$6.17M Buy
41,665
+3,815
+10% +$549K 2.33% 10
2015
Q1 		$5.34M Buy
37,850
+5,250
+16% +$774K 1.94% 15
2014
Q4 		$4.93M Buy
32,600
+3,510
+12% +$526K 1.93% 14
2014
Q3 		$4.36M Buy
29,090
+200
+0.7% +$28.9K 1.68% 17
2014
Q2 		$3.76M Hold
28,890
– – 1.37% 26
2014
Q1 		$4.04M Hold
28,890
– – 1.58% 20
2013
Q4 		$4.21M Sell
28,890
-600
-2% -$80.3K 1.7% 17
2013
Q3 		$3.81M Buy
+29,490
New +$3.31M 1.66% 21

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
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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Friedberg Investment Management's PII Position: Q3 2015 in Review

Friedberg Investment Management sold out of Polaris (PII) in Q3 2015, closing a stake of 41,665 shares — an estimated $6.17M sold.

Friedberg Investment Management first reported a position in PII in Q3 2013 and held it in 8 quarters. The position peaked at $6.17M in Q2 2015. 487 funds tracked by Wall St. Rank hold PII as of Q3 2015.

  • Friedberg Investment Management reported no remaining Polaris position as of Q3 2015 after selling out during the quarter.
  • Friedberg Investment Management sold 41,665 Polaris shares in Q3 2015, an estimated $6.17M.
  • Friedberg Investment Management first reported a position in Polaris in Q3 2013 and held it in 8 quarters.
  • Friedberg Investment Management's Polaris position peaked at $6.17M in Q2 2015.
  • 487 funds tracked by Wall St. Rank held Polaris as of Q3 2015.

Based on Friedberg Investment Management's 13F filing for Q3 2015, filed 6 Nov 2015.