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Regal Investment Advisors’s Polaris PII Stock Holding History

Regal Investment 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
2017
Q2 		– Sell
-20,027
Closed -$1.68M – 272
2017
Q1 		$1.68M Sell
20,027
-2,776
-12% -$239K 0.44% 79
2016
Q4 		$1.88M Sell
22,803
-340
-1% -$27.7K 0.52% 70
2016
Q3 		$1.79M Sell
23,143
-2,141
-8% -$186K 0.51% 69
2016
Q2 		$2.07M Sell
25,284
-862
-3% -$76.4K 0.57% 72
2016
Q1 		$2.58M Buy
26,146
+210
+0.8% +$18.2K 0.7% 62
2015
Q4 		$2.23M Buy
25,936
+3,129
+14% +$332K 0.58% 68
2015
Q3 		$2.73M Buy
22,807
+1,647
+8% +$224K 0.71% 47
2015
Q2 		$3.13M Buy
21,160
+1,670
+9% +$240K 0.85% 30
2015
Q1 		$2.75M Buy
+19,490
New +$2.87M 0.68% 49
2014
Q1 		– Sell
-96
Closed -$14K – 930
2013
Q4 		$14K Buy
+96
New +$12.9K 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
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 $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Regal Investment Advisors's PII Position: Q2 2017 in Review

Regal Investment Advisors sold out of Polaris (PII) in Q2 2017, closing a stake of 20,027 shares — an estimated $1.68M sold.

Regal Investment Advisors first reported a position in PII in Q4 2013 and held it in 10 quarters. The position peaked at $3.13M in Q2 2015. 420 funds tracked by Wall St. Rank hold PII as of Q2 2017.

  • Regal Investment Advisors reported no remaining Polaris position as of Q2 2017 after selling out during the quarter.
  • Regal Investment Advisors sold 20,027 Polaris shares in Q2 2017, an estimated $1.68M.
  • Regal Investment Advisors first reported a position in Polaris in Q4 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Polaris position peaked at $3.13M in Q2 2015.
  • 420 funds tracked by Wall St. Rank held Polaris as of Q2 2017.

Based on Regal Investment Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.