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Gratus Capital’s Polaris PII Stock Holding History

Gratus Capital’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
Q3 		– Sell
-1,950
Closed -$238K – 188
2018
Q2 		$238K Sell
1,950
-1,750
-47% -$205K 0.04% 154
2018
Q1 		$424K Sell
3,700
-1,100
-23% -$132K 0.06% 139
2017
Q4 		$595K Sell
4,800
-2,075
-30% -$246K 0.08% 132
2017
Q3 		$719K Sell
6,875
-1,575
-19% -$149K 0.1% 122
2017
Q2 		$779K Hold
8,450
– – 0.11% 113
2017
Q1 		$708K Hold
8,450
– – 0.1% 119
2016
Q4 		$696K Hold
8,450
– – 0.1% 119
2016
Q3 		$654K Sell
8,450
-350
-4% -$30.4K 0.1% 121
2016
Q2 		$719K Buy
+8,800
New +$780K 0.11% 119

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Gratus Capital's PII Position: Q3 2018 in Review

Gratus Capital sold out of Polaris (PII) in Q3 2018, closing a stake of 1,950 shares — an estimated $238K sold.

Gratus Capital first reported a position in PII in Q2 2016 and held it in 9 quarters. The position peaked at $779K in Q2 2017. 468 funds tracked by Wall St. Rank hold PII as of Q3 2018.

  • Gratus Capital reported no remaining Polaris position as of Q3 2018 after selling out during the quarter.
  • Gratus Capital sold 1,950 Polaris shares in Q3 2018, an estimated $238K.
  • Gratus Capital first reported a position in Polaris in Q2 2016 and held it in 9 quarters.
  • Gratus Capital's Polaris position peaked at $779K in Q2 2017.
  • 468 funds tracked by Wall St. Rank held Polaris as of Q3 2018.

Based on Gratus Capital's 13F filing for Q3 2018, filed 9 Nov 2018.