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Simplicity Solutions’s Polaris PII Stock Holding History

Simplicity Solutions’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
Q3 		– Sell
-2,738
Closed -$335K – 604
2018
Q2 		$335K Buy
+2,738
New +$320K 0.02% 330
2015
Q1 		– Sell
-1,484
Closed -$224K – 94
2014
Q4 		$224K Buy
+1,484
New +$223K 0.27% 77

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Simplicity Solutions's PII Position: Q3 2018 in Review

Simplicity Solutions sold out of Polaris (PII) in Q3 2018, closing a stake of 2,738 shares — an estimated $335K sold.

Simplicity Solutions first reported a position in PII in Q4 2014 and held it in 2 quarters. The position peaked at $335K in Q2 2018. 468 funds tracked by Wall St. Rank hold PII as of Q3 2018.

  • Simplicity Solutions reported no remaining Polaris position as of Q3 2018 after selling out during the quarter.
  • Simplicity Solutions sold 2,738 Polaris shares in Q3 2018, an estimated $335K.
  • Simplicity Solutions first reported a position in Polaris in Q4 2014 and held it in 2 quarters.
  • Simplicity Solutions's Polaris position peaked at $335K in Q2 2018.
  • 468 funds tracked by Wall St. Rank held Polaris as of Q3 2018.

Based on Simplicity Solutions's 13F filing for Q3 2018, filed 26 Oct 2018.