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Tiedemann Advisors’s Polaris PII Stock Holding History

Tiedemann 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
Q4 		– Sell
-11,932
Closed -$929K – 311
2017
Q3 		$929K Sell
11,932
-484
-4% -$45.9K 0.08% 155
2017
Q2 		$1.15M Buy
12,416
+306
+3% +$26.2K 0.08% 192
2017
Q1 		$1.01M Buy
12,110
+384
+3% +$33.1K 0.09% 188
2016
Q4 		$966K Buy
+11,726
New +$956K 0.1% 155

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 $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Tiedemann Advisors's PII Position: Q4 2017 in Review

Tiedemann Advisors sold out of Polaris (PII) in Q4 2017, closing a stake of 11,932 shares — an estimated $929K sold.

Tiedemann Advisors first reported a position in PII in Q4 2016 and held it in 4 quarters. The position peaked at $1.15M in Q2 2017. 495 funds tracked by Wall St. Rank hold PII as of Q4 2017.

  • Tiedemann Advisors reported no remaining Polaris position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 11,932 Polaris shares in Q4 2017, an estimated $929K.
  • Tiedemann Advisors first reported a position in Polaris in Q4 2016 and held it in 4 quarters.
  • Tiedemann Advisors's Polaris position peaked at $1.15M in Q2 2017.
  • 495 funds tracked by Wall St. Rank held Polaris as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.