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Insight Capital Research & Management’s Polaris PII Stock Holding History

Insight Capital Research & 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
2014
Q1 		– Sell
-12,111
Closed -$1.76M – 145
2013
Q4 		$1.76M Buy
12,111
+954
+9% +$128K 0.4% 86
2013
Q3 		$1.46M Buy
+11,157
New +$1.25M 0.35% 82

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insight Capital Research & Management's PII Position: Q1 2014 in Review

Insight Capital Research & Management sold out of Polaris (PII) in Q1 2014, closing a stake of 12,111 shares — an estimated $1.76M sold.

Insight Capital Research & Management first reported a position in PII in Q3 2013 and held it in 2 quarters. The position peaked at $1.76M in Q4 2013. 427 funds tracked by Wall St. Rank hold PII as of Q1 2014.

  • Insight Capital Research & Management reported no remaining Polaris position as of Q1 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 12,111 Polaris shares in Q1 2014, an estimated $1.76M.
  • Insight Capital Research & Management first reported a position in Polaris in Q3 2013 and held it in 2 quarters.
  • Insight Capital Research & Management's Polaris position peaked at $1.76M in Q4 2013.
  • 427 funds tracked by Wall St. Rank held Polaris as of Q1 2014.

Based on Insight Capital Research & Management's 13F filing for Q1 2014, filed 8 May 2014.