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National Planning Corporation’s Polaris PII Stock Holding History

National Planning Corporation’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
Q3 		– Sell
-2,895
Closed -$271K – 750
2017
Q2 		$271K Sell
2,895
-181
-6% -$15.5K 0.02% 585
2017
Q1 		$252K Buy
3,076
+40
+1% +$3.44K 0.02% 564
2016
Q4 		$256K Sell
3,036
-103
-3% -$8.4K 0.02% 548
2016
Q3 		$251K Buy
3,139
+193
+7% +$16.8K 0.02% 533
2016
Q2 		$272K Buy
+2,946
New +$261K 0.02% 516
2015
Q1 		– Sell
-1,240
Closed -$186K – 1659
2014
Q4 		$186K Buy
+1,240
New +$186K 0.01% 693

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 $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

National Planning Corporation's PII Position: Q3 2017 in Review

National Planning Corporation sold out of Polaris (PII) in Q3 2017, closing a stake of 2,895 shares — an estimated $271K sold.

National Planning Corporation first reported a position in PII in Q4 2014 and held it in 6 quarters. The position peaked at $272K in Q2 2016. 423 funds tracked by Wall St. Rank hold PII as of Q3 2017.

  • National Planning Corporation reported no remaining Polaris position as of Q3 2017 after selling out during the quarter.
  • National Planning Corporation sold 2,895 Polaris shares in Q3 2017, an estimated $271K.
  • National Planning Corporation first reported a position in Polaris in Q4 2014 and held it in 6 quarters.
  • National Planning Corporation's Polaris position peaked at $272K in Q2 2016.
  • 423 funds tracked by Wall St. Rank held Polaris as of Q3 2017.

Based on National Planning Corporation's 13F filing for Q3 2017, filed 13 Nov 2017.