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Smith Shellnut Wilson’s Polaris PII Stock Holding History

Smith Shellnut Wilson’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
Q4 		– Sell
-2,154
Closed -$217K – 118
2018
Q3 		$217K Buy
+2,154
New +$241K 0.19% 109
2018
Q1 		$247K Buy
+2,154
New +$259K 0.21% 102

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Smith Shellnut Wilson's PII Position: Q4 2018 in Review

Smith Shellnut Wilson sold out of Polaris (PII) in Q4 2018, closing a stake of 2,154 shares — an estimated $217K sold.

Smith Shellnut Wilson first reported a position in PII in Q1 2018 and held it in 2 quarters. The position peaked at $247K in Q1 2018. 429 funds tracked by Wall St. Rank hold PII as of Q4 2018.

  • Smith Shellnut Wilson reported no remaining Polaris position as of Q4 2018 after selling out during the quarter.
  • Smith Shellnut Wilson sold 2,154 Polaris shares in Q4 2018, an estimated $217K.
  • Smith Shellnut Wilson first reported a position in Polaris in Q1 2018 and held it in 2 quarters.
  • Smith Shellnut Wilson's Polaris position peaked at $247K in Q1 2018.
  • 429 funds tracked by Wall St. Rank held Polaris as of Q4 2018.

Based on Smith Shellnut Wilson's 13F filing for Q4 2018, filed 13 Feb 2019.