WA
PII icon

WFG Advisors’s Polaris PII Stock Holding History

WFG 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
Q2 		$26K Sell
279
-360
-56% -$30.9K 0.01% 879
2017
Q1 		$54K Sell
639
-514
-45% -$44.2K 0.01% 644
2016
Q4 		$95K Buy
1,153
+85
+8% +$6.93K 0.02% 534
2016
Q3 		$83K Sell
1,068
-208
-16% -$18.1K 0.02% 574
2016
Q2 		$104K Buy
1,276
+92
+8% +$8.15K 0.03% 485
2016
Q1 		$117K Sell
1,184
-328
-22% -$28.5K 0.03% 438
2015
Q4 		$130K Buy
1,512
+258
+21% +$27.3K 0.04% 399
2015
Q3 		$150K Sell
1,254
-440
-26% -$59.7K 0.05% 356
2015
Q2 		$251K Buy
1,694
+6
+0.4% +$863 0.07% 281
2015
Q1 		$238K Buy
1,688
+272
+19% +$40.1K 0.07% 311
2014
Q4 		$214K Sell
1,416
-39
-3% -$5.85K 0.04% 409
2014
Q3 		$218K Buy
1,455
+236
+19% +$34.1K 0.04% 426
2014
Q2 		$159K Buy
1,219
+5
+0.4% +$662 0.03% 505
2014
Q1 		$170K Sell
1,214
-94
-7% -$12.7K 0.03% 471
2013
Q4 		$191K Buy
1,308
+388
+42% +$51.9K 0.03% 529
2013
Q3 		$119K Buy
920
+310
+51% +$34.8K 0.02% 651
2013
Q2 		$58K Buy
+610
New +$55.2K 0.01% 829

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 $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WFG Advisors's PII Position: Q2 2017 in Review

WFG Advisors reduced its Polaris (PII) stake by 56% in Q2 2017, selling an estimated $30.9K and leaving 279 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #879.

WFG Advisors first reported a position in PII in Q2 2013 and has held it in 17 quarters since. The position peaked at $251K in Q2 2015. 420 funds tracked by Wall St. Rank hold PII as of Q2 2017.

  • WFG Advisors held 279 shares of Polaris worth $26K as of Q2 2017.
  • WFG Advisors sold 360 Polaris shares in Q2 2017, an estimated $30.9K.
  • Polaris made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #879 holding.
  • WFG Advisors first reported a position in Polaris in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Polaris position peaked at $251K in Q2 2015.
  • 420 funds tracked by Wall St. Rank held Polaris as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.