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Penseco Financial Services’s Polaris PII Stock Holding History

Penseco Financial Services’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
2013
Q3 		$5K Buy
+37
New +$4.16K ﹤0.01% 263

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Penseco Financial Services's PII Position: Q3 2013 in Review

Penseco Financial Services opened a new position in Polaris (PII) in Q3 2013: 37 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #263 among its holdings.

392 funds tracked by Wall St. Rank hold PII as of Q3 2013.

  • Penseco Financial Services held 37 shares of Polaris worth $5K as of Q3 2013.
  • Polaris was a new Penseco Financial Services position in Q3 2013.
  • Polaris made up ﹤0.01% of Penseco Financial Services's portfolio in Q3 2013, its #263 holding.
  • 392 funds tracked by Wall St. Rank held Polaris as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.