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Index Management Solutions’s Polaris PII Stock Holding History

Index Management Solutions’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 		$11K Buy
91
+6
+7% +$814 0.01% 523
2015
Q2 		$13K Buy
85
+7
+9% +$1.01K 0.01% 572
2015
Q1 		$11K Buy
+78
New +$11.5K 0.01% 570

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

Index Management Solutions's PII Position: Q3 2015 in Review

Index Management Solutions increased its Polaris (PII) stake by 7.1% in Q3 2015, buying an estimated $814 and bringing the position to 91 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #523.

Index Management Solutions first reported a position in PII in Q1 2015 and has held it in 3 quarters since. The position peaked at $13K in Q2 2015. 487 funds tracked by Wall St. Rank hold PII as of Q3 2015.

  • Index Management Solutions held 91 shares of Polaris worth $11K as of Q3 2015.
  • Index Management Solutions bought 6 Polaris shares in Q3 2015, an estimated $814.
  • Polaris made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #523 holding.
  • Index Management Solutions first reported a position in Polaris in Q1 2015 and has held it in 3 quarters since.
  • Index Management Solutions's Polaris position peaked at $13K in Q2 2015.
  • 487 funds tracked by Wall St. Rank held Polaris as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.