ICM
PII icon

IMS Capital Management’s Polaris PII Stock Holding History

IMS Capital 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
2017
Q1 		– Sell
-5,000
Closed -$412K – 138
2016
Q4 		$412K Buy
+5,000
New +$408K 0.44% 77

Other funds holding PII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IMS Capital Management's PII Position: Q1 2017 in Review

IMS Capital Management sold out of Polaris (PII) in Q1 2017, closing a stake of 5,000 shares — an estimated $412K sold.

IMS Capital Management first reported a position in PII in Q4 2016 and held it in 1 quarter. The position peaked at $412K in Q4 2016. 440 funds tracked by Wall St. Rank hold PII as of Q1 2017.

  • IMS Capital Management reported no remaining Polaris position as of Q1 2017 after selling out during the quarter.
  • IMS Capital Management sold 5,000 Polaris shares in Q1 2017, an estimated $412K.
  • IMS Capital Management first reported a position in Polaris in Q4 2016 and held it in 1 quarter.
  • IMS Capital Management's Polaris position peaked at $412K in Q4 2016.
  • 440 funds tracked by Wall St. Rank held Polaris as of Q1 2017.

Based on IMS Capital Management's 13F filing for Q1 2017, filed 5 May 2017.