PFG
PII icon

Piershale Financial Group’s Polaris PII Stock Holding History

Piershale Financial Group’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
Q3 		– Sell
-15
Closed -$2K – 156
2015
Q2 		$2K Hold
15
– – ﹤0.01% 99
2015
Q1 		$2K Hold
15
– – ﹤0.01% 118
2014
Q4 		$2K Hold
15
– – ﹤0.01% 130
2014
Q3 		$2K Buy
+15
New +$2.17K ﹤0.01% 119

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 $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Piershale Financial Group's PII Position: Q3 2015 in Review

Piershale Financial Group sold out of Polaris (PII) in Q3 2015, closing a stake of 15 shares — an estimated $2K sold.

Piershale Financial Group first reported a position in PII in Q3 2014 and held it in 4 quarters. The position peaked at $2K in Q2 2015. 487 funds tracked by Wall St. Rank hold PII as of Q3 2015.

  • Piershale Financial Group reported no remaining Polaris position as of Q3 2015 after selling out during the quarter.
  • Piershale Financial Group sold 15 Polaris shares in Q3 2015, an estimated $2K.
  • Piershale Financial Group first reported a position in Polaris in Q3 2014 and held it in 4 quarters.
  • Piershale Financial Group's Polaris position peaked at $2K in Q2 2015.
  • 487 funds tracked by Wall St. Rank held Polaris as of Q3 2015.

Based on Piershale Financial Group's 13F filing for Q3 2015, filed 27 Oct 2015.