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Winslow Evans & Crocker’s Polaris PII Stock Holding History

Winslow Evans & Crocker’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
Q3 		– Sell
-105
Closed -$9.68K – 1217
2017
Q2 		$9.68K Sell
105
-1
-0.9% -$86 ﹤0.01% 924
2017
Q1 		$8.8K Hold
106
– – ﹤0.01% 919
2016
Q4 		$8.65K Hold
106
– – ﹤0.01% 916
2016
Q3 		$8.13K Sell
106
-230
-68% -$20K ﹤0.01% 954
2016
Q2 		$27.4K Buy
336
+1
+0.3% +$89 0.01% 633
2016
Q1 		$33K Sell
335
-17
-5% -$1.48K 0.01% 588
2015
Q4 		$30.1K Sell
352
-224
-39% -$23.7K 0.01% 650
2015
Q3 		$68.9K Sell
576
-10
-2% -$1.36K 0.02% 459
2015
Q2 		$86.6K Sell
586
-290
-33% -$41.7K 0.02% 446
2015
Q1 		$123K Sell
876
-140
-14% -$20.6K 0.03% 384
2014
Q4 		$154K Sell
1,016
-230
-18% -$34.5K 0.04% 326
2014
Q3 		$186K Sell
1,246
-59
-5% -$8.53K 0.05% 314
2014
Q2 		$170K Buy
1,305
+305
+31% +$40.4K 0.06% 284
2014
Q1 		$140K Hold
1,000
– – 0.05% 307
2013
Q4 		$146K Buy
+1,000
New +$134K 0.05% 315

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Winslow Evans & Crocker's PII Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of Polaris (PII) in Q3 2017, closing a stake of 105 shares — an estimated $9.68K sold.

Winslow Evans & Crocker first reported a position in PII in Q4 2013 and held it in 15 quarters. The position peaked at $186K in Q3 2014. 423 funds tracked by Wall St. Rank hold PII as of Q3 2017.

  • Winslow Evans & Crocker reported no remaining Polaris position as of Q3 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 105 Polaris shares in Q3 2017, an estimated $9.68K.
  • Winslow Evans & Crocker first reported a position in Polaris in Q4 2013 and held it in 15 quarters.
  • Winslow Evans & Crocker's Polaris position peaked at $186K in Q3 2014.
  • 423 funds tracked by Wall St. Rank held Polaris as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.