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STALEY CAPITAL ADVISERS’s Polaris PII Stock Holding History

STALEY CAPITAL ADVISERS’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
Q3 		– Sell
-5,832
Closed -$538K – 169
2017
Q2 		$538K Buy
+5,832
New +$500K 0.05% 99

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

STALEY CAPITAL ADVISERS's PII Position: Q3 2017 in Review

STALEY CAPITAL ADVISERS sold out of Polaris (PII) in Q3 2017, closing a stake of 5,832 shares — an estimated $538K sold.

STALEY CAPITAL ADVISERS first reported a position in PII in Q2 2017 and held it in 1 quarter. The position peaked at $538K in Q2 2017. 423 funds tracked by Wall St. Rank hold PII as of Q3 2017.

  • STALEY CAPITAL ADVISERS reported no remaining Polaris position as of Q3 2017 after selling out during the quarter.
  • STALEY CAPITAL ADVISERS sold 5,832 Polaris shares in Q3 2017, an estimated $538K.
  • STALEY CAPITAL ADVISERS first reported a position in Polaris in Q2 2017 and held it in 1 quarter.
  • STALEY CAPITAL ADVISERS's Polaris position peaked at $538K in Q2 2017.
  • 423 funds tracked by Wall St. Rank held Polaris as of Q3 2017.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q3 2017, filed 9 Nov 2017.