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Lyons Wealth Management’s Polaris PII Stock Holding History

Lyons Wealth 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
2016
Q2 		– Sell
-1,600
Closed -$5K – 69
2016
Q1 		$5K Buy
+1,600
New +$139K 0.01% 53
2013
Q4 		– Sell
-3,636
Closed -$468K – 87
2013
Q3 		$468K Buy
+3,636
New +$408K 0.42% 22

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Lyons Wealth Management's PII Position: Q2 2016 in Review

Lyons Wealth Management sold out of Polaris (PII) in Q2 2016, closing a stake of 9,125 shares — an estimated $896K sold.

Lyons Wealth Management first reported a position in PII in Q2 2013 and held it in 2 quarters. The position peaked at $896K in Q1 2016. 470 funds tracked by Wall St. Rank hold PII as of Q2 2016.

  • Lyons Wealth Management reported no remaining Polaris position as of Q2 2016 after selling out during the quarter.
  • Lyons Wealth Management sold 9,125 Polaris shares in Q2 2016, an estimated $896K.
  • Lyons Wealth Management first reported a position in Polaris in Q2 2013 and held it in 2 quarters.
  • Lyons Wealth Management's Polaris position peaked at $896K in Q1 2016.
  • 470 funds tracked by Wall St. Rank held Polaris as of Q2 2016.

Based on Lyons Wealth Management's 13F filing for Q2 2016, filed 9 Aug 2016.