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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
2018
Q2 		– Sell
-500
Closed -$57K – 246
2018
Q1 		$57K Sell
500
-1,000
-67% -$120K 0.03% 213
2017
Q4 		$186K Buy
+1,500
New +$178K 0.09% 170

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 $5.72T 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 $530B 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 $618B 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

All Terrain Financial Advisors's PII Position: Q2 2019 in Review

All Terrain Financial Advisors sold out of Polaris (PII) in Q2 2019, closing a stake of 1,505 shares — an estimated $127K sold.

All Terrain Financial Advisors first reported a position in PII in Q4 2017 and held it in 5 quarters. The position peaked at $182K in Q4 2017. 443 funds tracked by Wall St. Rank hold PII as of Q2 2019.

  • All Terrain Financial Advisors reported no remaining Polaris position as of Q2 2019 after selling out during the quarter.
  • All Terrain Financial Advisors sold 1,505 Polaris shares in Q2 2019, an estimated $127K.
  • All Terrain Financial Advisors first reported a position in Polaris in Q4 2017 and held it in 5 quarters.
  • All Terrain Financial Advisors's Polaris position peaked at $182K in Q4 2017.
  • 443 funds tracked by Wall St. Rank held Polaris as of Q2 2019.

Based on All Terrain Financial Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.