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Poehling Capital Management’s Polaris PII Stock Holding History

Poehling Capital 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
2018
Q2 		– Sell
-400
Closed -$46K – 322
2018
Q1 		$46K Hold
400
– – 0.04% 155
2017
Q4 		$50K Buy
+400
New +$47.5K 0.04% 146

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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Poehling Capital Management's PII Position: Q2 2018 in Review

Poehling Capital Management sold out of Polaris (PII) in Q2 2018, closing a stake of 400 shares — an estimated $46K sold.

Poehling Capital Management first reported a position in PII in Q4 2017 and held it in 2 quarters. The position peaked at $50K in Q4 2017. 477 funds tracked by Wall St. Rank hold PII as of Q2 2018.

  • Poehling Capital Management reported no remaining Polaris position as of Q2 2018 after selling out during the quarter.
  • Poehling Capital Management sold 400 Polaris shares in Q2 2018, an estimated $46K.
  • Poehling Capital Management first reported a position in Polaris in Q4 2017 and held it in 2 quarters.
  • Poehling Capital Management's Polaris position peaked at $50K in Q4 2017.
  • 477 funds tracked by Wall St. Rank held Polaris as of Q2 2018.

Based on Poehling Capital Management's 13F filing for Q2 2018, filed 8 Aug 2018.