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Stanford Investment Group’s Polaris PII Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-55
Closed -$5K – 205
2016
Q4 		$5K Hold
55
– – ﹤0.01% 334
2016
Q3 		$4K Hold
55
– – ﹤0.01% 378
2016
Q2 		$4K Hold
55
– – ﹤0.01% 333
2016
Q1 		$5K Hold
55
– – ﹤0.01% 327
2015
Q4 		$5K Sell
55
-220
-80% -$23.3K ﹤0.01% 300
2015
Q3 		$33K Hold
275
– – 0.02% 160
2015
Q2 		$41K Hold
275
– – 0.03% 145
2015
Q1 		$39K Buy
+275
New +$40.5K 0.03% 156

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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

Stanford Investment Group's PII Position: Q1 2017 in Review

Stanford Investment Group sold out of Polaris (PII) in Q1 2017, closing a stake of 55 shares — an estimated $5K sold.

Stanford Investment Group first reported a position in PII in Q1 2015 and held it in 8 quarters. The position peaked at $41K in Q2 2015. 440 funds tracked by Wall St. Rank hold PII as of Q1 2017.

  • Stanford Investment Group reported no remaining Polaris position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 55 Polaris shares in Q1 2017, an estimated $5K.
  • Stanford Investment Group first reported a position in Polaris in Q1 2015 and held it in 8 quarters.
  • Stanford Investment Group's Polaris position peaked at $41K in Q2 2015.
  • 440 funds tracked by Wall St. Rank held Polaris as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.