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Lehman Financial Resources’s Polaris PII Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-25
Closed -$2K – 265
2015
Q3 		$2K Buy
+25
New +$3.39K ﹤0.01% 414

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lehman Financial Resources's PII Position: Q4 2015 in Review

Lehman Financial Resources sold out of Polaris (PII) in Q4 2015, closing a stake of 25 shares — an estimated $2K sold.

Lehman Financial Resources first reported a position in PII in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 479 funds tracked by Wall St. Rank hold PII as of Q4 2015.

  • Lehman Financial Resources reported no remaining Polaris position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 25 Polaris shares in Q4 2015, an estimated $2K.
  • Lehman Financial Resources first reported a position in Polaris in Q3 2015 and held it in 1 quarter.
  • Lehman Financial Resources's Polaris position peaked at $2K in Q3 2015.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.