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Telemus Beacon Investment’s Polaris PII Stock Holding History

Telemus Beacon Investment’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
Q2 		$1.01M Buy
+10,630
New +$962K 1.07% 39

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 $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $13.3B AUM 29.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Telemus Beacon Investment's PII Position: Q2 2013 in Review

Telemus Beacon Investment opened a new position in Polaris (PII) in Q2 2013: 10,630 shares worth $1.01M. The stake represents 1.07% of the portfolio and ranks #39 among its holdings.

368 funds tracked by Wall St. Rank hold PII as of Q2 2013.

  • Telemus Beacon Investment held 10,630 shares of Polaris worth $1.01M as of Q2 2013.
  • Polaris was a new Telemus Beacon Investment position in Q2 2013.
  • Polaris made up 1.07% of Telemus Beacon Investment's portfolio in Q2 2013, its #39 holding.
  • 368 funds tracked by Wall St. Rank held Polaris as of Q2 2013.

Based on Telemus Beacon Investment's 13F filing for Q2 2013, filed 14 Aug 2013.