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All Terrain Financial Advisors’s Polaris PII Stock Holding History

All Terrain Financial Advisors’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
2019
Q2 		– Sell
-1,505
Closed -$127K – 242
2019
Q1 		$127K Buy
+1,505
New +$128K 0.06% 182
2018
Q4 		– Sell
-1,472
Closed -$149K – 233
2018
Q3 		$149K Buy
1,472
+3
+0.2% +$335 0.07% 175
2018
Q2 		$179K Buy
1,469
+2
+0.1% +$234 0.09% 167
2018
Q1 		$168K Buy
1,467
+3
+0.2% +$361 0.09% 162
2017
Q4 		$182K Buy
+1,464
New +$174K 0.09% 172

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $501B AUM 22.01% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return