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Mountain Capital Investment Advisors’s Polaris PII Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-10
Closed -$1K – 324
2017
Q3 		$1K Sell
10
-30
-75% -$2.84K ﹤0.01% 481
2017
Q2 		$4K Buy
+40
New +$3.43K ﹤0.01% 396

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Mountain Capital Investment Advisors's PII Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Polaris (PII) in Q4 2017, closing a stake of 10 shares — an estimated $1K sold.

Mountain Capital Investment Advisors first reported a position in PII in Q2 2017 and held it in 2 quarters. The position peaked at $4K in Q2 2017. 495 funds tracked by Wall St. Rank hold PII as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Polaris position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 10 Polaris shares in Q4 2017, an estimated $1K.
  • Mountain Capital Investment Advisors first reported a position in Polaris in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Polaris position peaked at $4K in Q2 2017.
  • 495 funds tracked by Wall St. Rank held Polaris as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.