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Wilmington Trust’s Polaris PII Stock Holding History

Wilmington Trust’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 		$400K Buy
3,072
+12
+0.4% +$1.59K 0.01% 547
2014
Q1 		$428K Sell
3,060
-3,850
-56% -$519K 0.01% 523
2013
Q4 		$1.01M Buy
+6,910
New +$925K 0.02% 372

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's PII Position: Q2 2014 in Review

Wilmington Trust increased its Polaris (PII) stake by 0.39% in Q2 2014, buying an estimated $1.59K and bringing the position to 3,072 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #547.

Wilmington Trust first reported a position in PII in Q4 2013 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2013. 424 funds tracked by Wall St. Rank hold PII as of Q2 2014.

  • Wilmington Trust held 3,072 shares of Polaris worth $400K as of Q2 2014.
  • Wilmington Trust bought 12 Polaris shares in Q2 2014, an estimated $1.59K.
  • Polaris made up 0.01% of Wilmington Trust's portfolio in Q2 2014, its #547 holding.
  • Wilmington Trust first reported a position in Polaris in Q4 2013 and has held it in 3 quarters since.
  • Wilmington Trust's Polaris position peaked at $1.01M in Q4 2013.
  • 424 funds tracked by Wall St. Rank held Polaris as of Q2 2014.

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