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Avantax Planning Partners’s Polaris PII Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-159
Closed -$16K – 950
2018
Q3 		$16K Buy
+159
New +$17.8K ﹤0.01% 758
2018
Q2 		– Sell
-19
Closed -$2K – 1134
2018
Q1 		$2K Buy
+19
New +$2.29K ﹤0.01% 1621

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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 $609B AUM 40.19% 1-Year Est. Return

Avantax Planning Partners's PII Position: Q4 2018 in Review

Avantax Planning Partners sold out of Polaris (PII) in Q4 2018, closing a stake of 159 shares — an estimated $16K sold.

Avantax Planning Partners first reported a position in PII in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 429 funds tracked by Wall St. Rank hold PII as of Q4 2018.

  • Avantax Planning Partners reported no remaining Polaris position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 159 Polaris shares in Q4 2018, an estimated $16K.
  • Avantax Planning Partners first reported a position in Polaris in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Polaris position peaked at $16K in Q3 2018.
  • 429 funds tracked by Wall St. Rank held Polaris as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.