AAM
Autus Asset Management’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,529
| Closed | -$636K | – | 155 |
|
|
2019
Q1 | $636K | Sell |
7,529
-39,798
| -84% | -$3.36M | 0.1% | 107 |
|
|
2018
Q4 | $3.63M | Sell |
47,327
-1,443
| -3% | -$111K | 0.7% | 51 |
|
|
2018
Q3 | $4.92M | Buy |
48,770
+2,628
| +6% | +$265K | 0.82% | 52 |
|
|
2018
Q2 | $5.64M | Buy |
46,142
+1,443
| +3% | +$176K | 0.99% | 43 |
|
|
2018
Q1 | $5.12M | Sell |
44,699
-1,474
| -3% | -$169K | 0.93% | 47 |
|
|
2017
Q4 | $5.73M | Sell |
46,173
-805
| -2% | -$99.8K | 1.04% | 39 |
|
|
2017
Q3 | $4.92M | Sell |
46,978
-350
| -0.7% | -$36.6K | 0.94% | 46 |
|
|
2017
Q2 | $4.37M | Buy |
47,328
+331
| +0.7% | +$30.5K | 0.88% | 47 |
|
|
2017
Q1 | $3.94M | Buy |
46,997
+632
| +1% | +$53K | 0.83% | 48 |
|
|
2016
Q4 | $3.82M | Buy |
46,365
+1,009
| +2% | +$83.1K | 0.84% | 46 |
|
|
2016
Q3 | $3.51M | Buy |
45,356
+2,149
| +5% | +$166K | 0.79% | 48 |
|
|
2016
Q2 | $3.53M | Buy |
43,207
+4,182
| +11% | +$342K | 0.81% | 49 |
|
|
2016
Q1 | $3.84M | Buy |
39,025
+6,268
| +19% | +$617K | 0.93% | 44 |
|
|
2015
Q4 | $2.82M | Buy |
32,757
+9,497
| +41% | +$816K | 0.72% | 49 |
|
|
2015
Q3 | $2.79M | Buy |
23,260
+1,630
| +8% | +$195K | 0.85% | 41 |
|
|
2015
Q2 | $3.2M | Buy |
21,630
+1,897
| +10% | +$281K | 0.89% | 44 |
|
|
2015
Q1 | $2.79M | Buy |
19,733
+11,083
| +128% | +$1.56M | 0.77% | 46 |
|
|
2014
Q4 | $1.31M | Buy |
8,650
+1,110
| +15% | +$168K | 0.41% | 58 |
|
|
2014
Q3 | $1.13M | Buy |
7,540
+965
| +15% | +$144K | 0.38% | 60 |
|
|
2014
Q2 | $856K | Buy |
6,575
+221
| +3% | +$28.8K | 0.3% | 66 |
|
|
2014
Q1 | $888K | Buy |
+6,354
| New | +$888K | 0.34% | 62 |
|