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Wilmington Trust National Association’s Polaris PII Stock Holding History

Wilmington Trust National Association’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
2014
Q2 		$484K Sell
3,714
-75
-2% -$9.93K 0.02% 373
2014
Q1 		$529K Sell
3,789
-2,464
-39% -$332K 0.02% 341
2013
Q4 		$911K Buy
6,253
+3,675
+143% +$492K 0.03% 251
2013
Q3 		$333K Sell
2,578
-76
-3% -$8.53K 0.01% 434
2013
Q2 		$252K Buy
+2,654
New +$240K 0.01% 470

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wilmington Trust National Association's PII Position: Q2 2014 in Review

Wilmington Trust National Association reduced its Polaris (PII) stake by 2% in Q2 2014, selling an estimated $9.93K and leaving 3,714 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #373.

Wilmington Trust National Association first reported a position in PII in Q2 2013 and has held it in 5 quarters since. The position peaked at $911K in Q4 2013. 424 funds tracked by Wall St. Rank hold PII as of Q2 2014.

  • Wilmington Trust National Association held 3,714 shares of Polaris worth $484K as of Q2 2014.
  • Wilmington Trust National Association sold 75 Polaris shares in Q2 2014, an estimated $9.93K.
  • Polaris made up 0.02% of Wilmington Trust National Association's portfolio in Q2 2014, its #373 holding.
  • Wilmington Trust National Association first reported a position in Polaris in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust National Association's Polaris position peaked at $911K in Q4 2013.
  • 424 funds tracked by Wall St. Rank held Polaris as of Q2 2014.

Based on Wilmington Trust National Association's 13F filing for Q2 2014, filed 13 Aug 2014.