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Staton Financial Advisors’s Polaris PII Stock Holding History

Staton Financial 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 		$3.67M Buy
39,755
+125
+0.3% +$10.7K 3.11% 17
2017
Q1 		$3.32M Buy
39,630
+1,203
+3% +$104K 2.85% 19
2016
Q4 		$3.17M Buy
38,427
+5,189
+16% +$423K 2.86% 18
2016
Q3 		$2.57M Buy
33,238
+15,672
+89% +$1.36M 2.36% 23
2016
Q2 		$1.44M Buy
17,566
+11,678
+198% +$1.04M 1.31% 31
2016
Q1 		$580K Buy
+5,888
New +$511K 0.56% 38

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

Staton Financial Advisors's PII Position: Q2 2017 in Review

Staton Financial Advisors increased its Polaris (PII) stake by 0.32% in Q2 2017, buying an estimated $10.7K and bringing the position to 39,755 shares worth $3.67M. The position accounts for 3.11% of the portfolio, ranked #17.

Staton Financial Advisors first reported a position in PII in Q1 2016 and has held it in 6 quarters since. 420 funds tracked by Wall St. Rank hold PII as of Q2 2017.

  • Staton Financial Advisors held 39,755 shares of Polaris worth $3.67M as of Q2 2017.
  • Staton Financial Advisors bought 125 Polaris shares in Q2 2017, an estimated $10.7K.
  • Polaris made up 3.11% of Staton Financial Advisors's portfolio in Q2 2017, its #17 holding.
  • Staton Financial Advisors first reported a position in Polaris in Q1 2016 and has held it in 6 quarters since.
  • 420 funds tracked by Wall St. Rank held Polaris as of Q2 2017.

Based on Staton Financial Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.