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 Q4 2019 included $164,259,000 in managed 13F securities and a top 10 holdings concentration of 64.56%. Polianta LTD's largest holding is Invesco Water Resources ETF with shares held of 482,600. Whalewisdom has at least 13 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $164.259 Million
  • Prior Market Value $157.36 Million
  • New Purchases43 stocks
  • Additional Purchases7 stocks
  • Sold out of45 stocks
  • Reduced holdings in5 stocks
  • Top 10 Holdings % 64.56 %
  • Turnover % [1]:141.94%
  • Turnover Alt % [2]: 74.00 %
  • Time Held Top20:0.25 quarters
  • Time Held Top10:0.20 quarters
  • Time Held All:0.90 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 2019-11-14

Performance for Q3 2019: 4.65%
Performance Last 4 Quarters: 4.22%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 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)

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