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Stifel Nicolaus & Co’s Polaris PII Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$2.14M Buy
16,575
+5,835
+54% +$655K 0.04% 440
2013
Q2 		$1.02M Buy
+10,740
New +$972K 0.02% 620

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Stifel Nicolaus & Co's PII Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Polaris (PII) stake by 54% in Q3 2013, buying an estimated $655K and bringing the position to 16,575 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #440.

Stifel Nicolaus & Co first reported a position in PII in Q2 2013 and has held it in 2 quarters since. 392 funds tracked by Wall St. Rank hold PII as of Q3 2013.

  • Stifel Nicolaus & Co held 16,575 shares of Polaris worth $2.14M as of Q3 2013.
  • Stifel Nicolaus & Co bought 5,835 Polaris shares in Q3 2013, an estimated $655K.
  • Polaris made up 0.04% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #440 holding.
  • Stifel Nicolaus & Co first reported a position in Polaris in Q2 2013 and has held it in 2 quarters since.
  • 392 funds tracked by Wall St. Rank held Polaris as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.