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Winfield Associates’s Polaris PII Stock Holding History

Winfield Associates’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
Q4 		– Sell
-5
Closed – – 766
2016
Q3 		$0 Hold
5
– – ﹤0.01% 723
2016
Q2 		$0 Sell
5
-5
-50% -$443 ﹤0.01% 754
2016
Q1 		$1K Buy
+10
New +$867 ﹤0.01% 615

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Winfield Associates's PII Position: Q4 2016 in Review

Winfield Associates sold out of Polaris (PII) in Q4 2016, closing a stake of 5 shares.

Winfield Associates first reported a position in PII in Q1 2016 and held it in 3 quarters. The position peaked at $1K in Q1 2016. 443 funds tracked by Wall St. Rank hold PII as of Q4 2016.

  • Winfield Associates reported no remaining Polaris position as of Q4 2016 after selling out during the quarter.
  • Winfield Associates sold 5 Polaris shares in Q4 2016.
  • Winfield Associates first reported a position in Polaris in Q1 2016 and held it in 3 quarters.
  • Winfield Associates's Polaris position peaked at $1K in Q1 2016.
  • 443 funds tracked by Wall St. Rank held Polaris as of Q4 2016.

Based on Winfield Associates's 13F filing for Q4 2016, filed 20 Jan 2017.