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Gerstein Fisher’s Polaris PII Stock Holding History

Gerstein Fisher’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
-1,546
Closed -$229K – 427
2015
Q2 		$229K Sell
1,546
-29
-2% -$4.17K 0.04% 358
2015
Q1 		$222K Sell
1,575
-19
-1% -$2.8K 0.04% 374
2014
Q4 		$239K Sell
1,594
-11
-0.7% -$1.65K 0.04% 337
2014
Q3 		$240K Sell
1,605
-333
-17% -$48.1K 0.04% 331
2014
Q2 		$252K Hold
1,938
– – 0.05% 281
2014
Q1 		$271K Sell
1,938
-4,858
-71% -$655K 0.05% 266
2013
Q4 		$4.74M Buy
6,796
+3,468
+104% +$464K 0.18% 139
2013
Q3 		$430K Sell
3,328
-109
-3% -$12.2K 0.09% 200
2013
Q2 		$327K Buy
+3,437
New +$311K 0.08% 223

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

Gerstein Fisher's PII Position: Q3 2015 in Review

Gerstein Fisher sold out of Polaris (PII) in Q3 2015, closing a stake of 1,546 shares — an estimated $229K sold.

Gerstein Fisher first reported a position in PII in Q2 2013 and held it in 9 quarters. The position peaked at $4.74M in Q4 2013. 487 funds tracked by Wall St. Rank hold PII as of Q3 2015.

  • Gerstein Fisher reported no remaining Polaris position as of Q3 2015 after selling out during the quarter.
  • Gerstein Fisher sold 1,546 Polaris shares in Q3 2015, an estimated $229K.
  • Gerstein Fisher first reported a position in Polaris in Q2 2013 and held it in 9 quarters.
  • Gerstein Fisher's Polaris position peaked at $4.74M in Q4 2013.
  • 487 funds tracked by Wall St. Rank held Polaris as of Q3 2015.

Based on Gerstein Fisher's 13F filing for Q3 2015, filed 13 Nov 2015.