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Horizon Investment Services’s Polaris PII Stock Holding History

Horizon Investment 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
2014
Q4 		– Sell
-1,556
Closed -$233K – 140
2014
Q3 		$233K Sell
1,556
-56
-3% -$8.09K 0.12% 110
2014
Q2 		$210K Sell
1,612
-38
-2% -$5.03K 0.1% 119
2014
Q1 		$222K Buy
+1,650
New +$223K 0.12% 111

Other funds holding PII

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Horizon Investment Services's PII Position: Q4 2014 in Review

Horizon Investment Services sold out of Polaris (PII) in Q4 2014, closing a stake of 1,556 shares — an estimated $233K sold.

Horizon Investment Services first reported a position in PII in Q1 2014 and held it in 3 quarters. The position peaked at $233K in Q3 2014. 498 funds tracked by Wall St. Rank hold PII as of Q4 2014.

  • Horizon Investment Services reported no remaining Polaris position as of Q4 2014 after selling out during the quarter.
  • Horizon Investment Services sold 1,556 Polaris shares in Q4 2014, an estimated $233K.
  • Horizon Investment Services first reported a position in Polaris in Q1 2014 and held it in 3 quarters.
  • Horizon Investment Services's Polaris position peaked at $233K in Q3 2014.
  • 498 funds tracked by Wall St. Rank held Polaris as of Q4 2014.

Based on Horizon Investment Services's 13F filing for Q4 2014, filed 13 Feb 2015.