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West Coast Financial’s Polaris PII Stock Holding History

West Coast Financial’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
2021
Q1 		– Sell
-2,220
Closed -$212K – 129
2020
Q4 		$212K Sell
2,220
-1,839
-45% -$176K 0.04% 111
2020
Q3 		$383K Sell
4,059
-496
-11% -$48.8K 0.09% 84
2020
Q2 		$422K Sell
4,555
-540
-11% -$41.2K 0.1% 77
2020
Q1 		$245K Sell
5,095
-5,078
-50% -$417K 0.07% 89
2019
Q4 		$1.03M Sell
10,173
-1,181
-10% -$115K 0.22% 60
2019
Q3 		$999K Sell
11,354
-54,787
-83% -$4.75M 0.23% 62
2019
Q2 		$6.03M Buy
66,141
+1,604
+2% +$146K 1.38% 26
2019
Q1 		$5.45M Buy
64,537
+10,625
+20% +$901K 1.29% 27
2018
Q4 		$4.13M Sell
53,912
-12,402
-19% -$1.11M 1.17% 31
2018
Q3 		$6.69M Buy
66,314
+2,846
+4% +$318K 1.54% 19
2018
Q2 		$7.75M Buy
63,468
+191
+0.3% +$22.3K 2.14% 17
2018
Q1 		$7.25M Buy
63,277
+81
+0.1% +$9.74K 2.07% 15
2017
Q4 		$7.84M Sell
63,196
-681
-1% -$80.8K 2.2% 10
2017
Q3 		$6.68M Buy
63,877
+1,293
+2% +$123K 1.81% 11
2017
Q2 		$5.77M Buy
62,584
+3,127
+5% +$268K 1.84% 16
2017
Q1 		$4.98M Sell
59,457
-273
-0.5% -$23.5K 1.58% 20
2016
Q4 		$4.92M Buy
59,730
+1,196
+2% +$97.5K 1.57% 19
2016
Q3 		$4.53M Buy
58,534
+25,850
+79% +$2.25M 1.45% 23
2016
Q2 		$2.67M Buy
32,684
+1,306
+4% +$116K 0.97% 41
2016
Q1 		$3.09M Buy
31,378
+1,744
+6% +$151K 1.27% 36
2015
Q4 		$2.55M Buy
+29,634
New +$3.14M 1.07% 42

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

West Coast Financial's PII Position: Q1 2021 in Review

West Coast Financial sold out of Polaris (PII) in Q1 2021, closing a stake of 2,220 shares — an estimated $212K sold.

West Coast Financial first reported a position in PII in Q4 2015 and held it in 21 quarters. The position peaked at $7.84M in Q4 2017. 505 funds tracked by Wall St. Rank hold PII as of Q1 2021.

  • West Coast Financial reported no remaining Polaris position as of Q1 2021 after selling out during the quarter.
  • West Coast Financial sold 2,220 Polaris shares in Q1 2021, an estimated $212K.
  • West Coast Financial first reported a position in Polaris in Q4 2015 and held it in 21 quarters.
  • West Coast Financial's Polaris position peaked at $7.84M in Q4 2017.
  • 505 funds tracked by Wall St. Rank held Polaris as of Q1 2021.

Based on West Coast Financial's 13F filing for Q1 2021, filed 10 May 2021.