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Vantage Investment Advisors’s Polaris PII Stock Holding History

Vantage Investment 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
2018
Q3 		$37K Hold
369
– – 0.01% 329
2018
Q2 		$45K Buy
+369
New +$43.2K 0.01% 288
2016
Q1 		– Sell
-40
Closed -$3K – 836
2015
Q4 		$3K Hold
40
– – ﹤0.01% 676
2015
Q3 		$5K Buy
+40
New +$5.43K ﹤0.01% 629

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Vantage Investment Advisors's PII Position: Q3 2018 in Review

Vantage Investment Advisors held its Polaris (PII) position steady in Q3 2018 at 369 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #329.

Vantage Investment Advisors first reported a position in PII in Q3 2015 and has held it in 4 quarters since. The position peaked at $45K in Q2 2018. 468 funds tracked by Wall St. Rank hold PII as of Q3 2018.

  • Vantage Investment Advisors held 369 shares of Polaris worth $37K as of Q3 2018.
  • Vantage Investment Advisors left its Polaris share count unchanged in Q3 2018.
  • Polaris made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #329 holding.
  • Vantage Investment Advisors first reported a position in Polaris in Q3 2015 and has held it in 4 quarters since.
  • Vantage Investment Advisors's Polaris position peaked at $45K in Q2 2018.
  • 468 funds tracked by Wall St. Rank held Polaris as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.