POLIANTA LTD

ST HELIER, Y9 How do I update this listing?

Polianta LTD is based out of St Helier. Their last reported 13F filing for Q3 2019 included $157,360,000 in managed 13F securities and a top 10 holdings concentration of 63.27%. Polianta LTD's largest holding is Invesco S&P Global Water Index ETF with shares held of 451,970. Whalewisdom has at least 12 13F filings

Download 13F Summary to Excel Create Email Alert

09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $157.36 Million
  • Prior Market Value $231.838 Million
  • New Purchases40 stocks
  • Additional Purchases9 stocks
  • Sold out of45 stocks
  • Reduced holdings in5 stocks
  • Top 10 Holdings % 63.27 %
  • Turnover % [1]:132.81%
  • Turnover Alt % [2]: 120.57 %
  • Time Held Top20:0.55 quarters
  • Time Held Top10:1.00 quarters
  • Time Held All:1.03 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -3.06%
Performance Last 4 Quarters: -6.08%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

Elevate your investments