Westfield Capital Management
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Westfield Capital Management’s Polaris PII Stock Holding History

Westfield Capital Management’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
2016
Q1 		– Sell
-123,155
Closed -$10.6M – 281
2015
Q4 		$10.6M Buy
+123,155
New +$13.1M 0.07% 200
2015
Q1 		– Sell
-381,917
Closed -$57.8M – 324
2014
Q4 		$57.8M Sell
381,917
-64,863
-15% -$9.73M 0.34% 99
2014
Q3 		$66.9M Buy
446,780
+8,281
+2% +$1.2M 0.41% 81
2014
Q2 		$57.1M Buy
438,499
+164,979
+60% +$21.8M 0.34% 101
2014
Q1 		$38.2M Buy
+273,520
New +$36.9M 0.23% 134

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Westfield Capital Management's PII Position: Q1 2016 in Review

Westfield Capital Management sold out of Polaris (PII) in Q1 2016, closing a stake of 123,155 shares — an estimated $10.6M sold.

Westfield Capital Management first reported a position in PII in Q1 2014 and held it in 5 quarters. The position peaked at $66.9M in Q3 2014. 469 funds tracked by Wall St. Rank hold PII as of Q1 2016.

  • Westfield Capital Management reported no remaining Polaris position as of Q1 2016 after selling out during the quarter.
  • Westfield Capital Management sold 123,155 Polaris shares in Q1 2016, an estimated $10.6M.
  • Westfield Capital Management first reported a position in Polaris in Q1 2014 and held it in 5 quarters.
  • Westfield Capital Management's Polaris position peaked at $66.9M in Q3 2014.
  • 469 funds tracked by Wall St. Rank held Polaris as of Q1 2016.

Based on Westfield Capital Management's 13F filing for Q1 2016, filed 13 May 2016.