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	-1,000	Closed	-$84K	–	241
2019 Q1	$84K	Buy	+1,000	New	+$84.8K	0.03%	196
2018 Q4	–	Sell	-2,000	Closed	-$202K	–	232
2018 Q3	$202K	Hold	2,000	–	–	0.08%	158
2018 Q2	$244K	Sell	2,000 -1,000	-33%	-$117K	0.11%	129
2018 Q1	$344K	Buy	3,000 +2,000	+200%	+$241K	0.16%	104
2017 Q4	$124K	Buy	+1,000	New	+$119K	0.06%	195

Other funds holding PII

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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.