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Investment Centers of America’s Polaris PII Stock Holding History

Investment Centers of America’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
-1,682
Closed -$252K – 433
2014
Q3 		$252K Buy
+1,682
New +$243K 0.04% 340

Other funds holding PII

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $34.9B AUM 18.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Investment Centers of America's PII Position: Q4 2014 in Review

Investment Centers of America sold out of Polaris (PII) in Q4 2014, closing a stake of 1,682 shares — an estimated $252K sold.

Investment Centers of America first reported a position in PII in Q3 2014 and held it in 1 quarter. The position peaked at $252K in Q3 2014. 498 funds tracked by Wall St. Rank hold PII as of Q4 2014.

  • Investment Centers of America reported no remaining Polaris position as of Q4 2014 after selling out during the quarter.
  • Investment Centers of America sold 1,682 Polaris shares in Q4 2014, an estimated $252K.
  • Investment Centers of America first reported a position in Polaris in Q3 2014 and held it in 1 quarter.
  • Investment Centers of America's Polaris position peaked at $252K in Q3 2014.
  • 498 funds tracked by Wall St. Rank held Polaris as of Q4 2014.

Based on Investment Centers of America's 13F filing for Q4 2014, filed 6 Feb 2015.