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Rational Advisors’s Polaris PII Stock Holding History

Rational Advisors’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
2020
Q4 		– Sell
-54
Closed -$5K – 506
2020
Q3 		$5K Sell
54
-56
-51% -$5.51K ﹤0.01% 382
2020
Q2 		$10K Buy
+110
New +$8.38K 0.01% 363
2020
Q1 		– Sell
-46
Closed -$5K – 427
2019
Q4 		$5K Buy
46
+14
+44% +$1.36K ﹤0.01% 495
2019
Q3 		$3K Buy
32
+15
+88% +$1.3K ﹤0.01% 544
2019
Q2 		$2K Buy
17
+14
+467% +$1.27K ﹤0.01% 542
2019
Q1 		$0 Sell
3
-2
-40% -$170 ﹤0.01% 559
2018
Q4 		$0 Sell
5
-119
-96% -$10.7K ﹤0.01% 563
2018
Q3 		$13K Buy
124
+84
+210% +$9.38K ﹤0.01% 382
2018
Q2 		$5K Buy
+40
New +$4.68K ﹤0.01% 393
2013
Q4 		$217K Sell
1,488
-250
-14% -$33.5K 0.02% 469
2013
Q3 		$225K Sell
1,738
-68
-4% -$7.63K 0.02% 491
2013
Q2 		$172K Buy
+1,806
New +$163K 0.01% 524

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rational Advisors's PII Position: Q4 2020 in Review

Rational Advisors sold out of Polaris (PII) in Q4 2020, closing a stake of 54 shares — an estimated $5K sold.

Rational Advisors first reported a position in PII in Q2 2013 and held it in 12 quarters. The position peaked at $225K in Q3 2013. 463 funds tracked by Wall St. Rank hold PII as of Q4 2020.

  • Rational Advisors reported no remaining Polaris position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 54 Polaris shares in Q4 2020, an estimated $5K.
  • Rational Advisors first reported a position in Polaris in Q2 2013 and held it in 12 quarters.
  • Rational Advisors's Polaris position peaked at $225K in Q3 2013.
  • 463 funds tracked by Wall St. Rank held Polaris as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.