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Punch & Associates Investment Management’s Polaris PII Stock Holding History

Punch & Associates Investment 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
2016
Q1 		– Sell
-480
Closed -$41.3K – 222
2015
Q4 		$41.3K Buy
+480
New +$50.9K 0.01% 203

Other funds holding PII

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Punch & Associates Investment Management's PII Position: Q1 2016 in Review

Punch & Associates Investment Management sold out of Polaris (PII) in Q1 2016, closing a stake of 480 shares — an estimated $41.3K sold.

Punch & Associates Investment Management first reported a position in PII in Q4 2015 and held it in 1 quarter. The position peaked at $41.3K in Q4 2015. 469 funds tracked by Wall St. Rank hold PII as of Q1 2016.

  • Punch & Associates Investment Management reported no remaining Polaris position as of Q1 2016 after selling out during the quarter.
  • Punch & Associates Investment Management sold 480 Polaris shares in Q1 2016, an estimated $41.3K.
  • Punch & Associates Investment Management first reported a position in Polaris in Q4 2015 and held it in 1 quarter.
  • Punch & Associates Investment Management's Polaris position peaked at $41.3K in Q4 2015.
  • 469 funds tracked by Wall St. Rank held Polaris as of Q1 2016.

Based on Punch & Associates Investment Management's 13F filing for Q1 2016, filed 25 Apr 2016.