HFS
PII icon

HL Financial Services’s Polaris PII Stock Holding History

HL Financial Services’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
2017
Q4 		– Sell
-6,878
Closed -$720K – 679
2017
Q3 		$720K Buy
6,878
+1,707
+33% +$162K 0.01% 415
2017
Q2 		$477K Buy
5,171
+72
+1% +$6.17K 0.01% 477
2017
Q1 		$427K Sell
5,099
-2,042
-29% -$176K 0.01% 486
2016
Q4 		$588K Buy
7,141
+186
+3% +$15.2K 0.01% 413
2016
Q3 		$539K Sell
6,955
-795
-10% -$69K 0.01% 413
2016
Q2 		$634K Buy
7,750
+2,566
+49% +$227K 0.02% 400
2016
Q1 		$511K Sell
5,184
-1,071
-17% -$92.9K 0.01% 421
2015
Q4 		$538K Buy
6,255
+2,974
+91% +$315K 0.01% 427
2015
Q3 		$393K Sell
3,281
-4,285
-57% -$582K 0.01% 474
2015
Q2 		$1.12M Buy
7,566
+136
+2% +$19.6K 0.03% 284
2015
Q1 		$1.05M Sell
7,430
-127
-2% -$18.7K 0.03% 280
2014
Q4 		$1.14M Sell
7,557
-171
-2% -$25.6K 0.03% 243
2014
Q3 		$1.16M Buy
7,728
+1,404
+22% +$203K 0.03% 237
2014
Q2 		$824K Sell
6,324
-26
-0.4% -$3.44K 0.02% 314
2014
Q1 		$887K Sell
6,350
-185
-3% -$25K 0.03% 277
2013
Q4 		$952K Buy
6,535
+605
+10% +$81K 0.03% 259
2013
Q3 		$766K Hold
5,930
– – 0.03% 267
2013
Q2 		$563K Buy
+5,930
New +$537K 0.02% 308

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

HL Financial Services's PII Position: Q4 2017 in Review

HL Financial Services sold out of Polaris (PII) in Q4 2017, closing a stake of 6,878 shares — an estimated $720K sold.

HL Financial Services first reported a position in PII in Q2 2013 and held it in 18 quarters. The position peaked at $1.16M in Q3 2014. 495 funds tracked by Wall St. Rank hold PII as of Q4 2017.

  • HL Financial Services reported no remaining Polaris position as of Q4 2017 after selling out during the quarter.
  • HL Financial Services sold 6,878 Polaris shares in Q4 2017, an estimated $720K.
  • HL Financial Services first reported a position in Polaris in Q2 2013 and held it in 18 quarters.
  • HL Financial Services's Polaris position peaked at $1.16M in Q3 2014.
  • 495 funds tracked by Wall St. Rank held Polaris as of Q4 2017.

Based on HL Financial Services's 13F filing for Q4 2017, filed 1 Feb 2018.