Kanaly Trust’s Polaris PII Stock Holding History

Kanaly Trust’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
2016 Q4	$5K	Buy	+65	New	+$5.3K	﹤0.01%	668

Other funds holding PII

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Kanaly Trust's PII Position: Q4 2016 in Review

Kanaly Trust opened a new position in Polaris (PII) in Q4 2016: 65 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #668 among its holdings.

443 funds tracked by Wall St. Rank hold PII as of Q4 2016.

Kanaly Trust held 65 shares of Polaris worth $5K as of Q4 2016.
Polaris was a new Kanaly Trust position in Q4 2016.
Polaris made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #668 holding.
443 funds tracked by Wall St. Rank held Polaris as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.