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Bartlett & Co Wealth Management’s Polaris PII Stock Holding History

Bartlett & Co Wealth Management’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
-30
Closed -$3.44K – 759
2018
Q1 		$3.44K Buy
+30
New +$3.61K ﹤0.01% 674

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Bartlett & Co Wealth Management's PII Position: Q2 2018 in Review

Bartlett & Co Wealth Management sold out of Polaris (PII) in Q2 2018, closing a stake of 30 shares — an estimated $3.44K sold.

Bartlett & Co Wealth Management first reported a position in PII in Q1 2018 and held it in 1 quarter. The position peaked at $3.44K in Q1 2018. 477 funds tracked by Wall St. Rank hold PII as of Q2 2018.

  • Bartlett & Co Wealth Management reported no remaining Polaris position as of Q2 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 30 Polaris shares in Q2 2018, an estimated $3.44K.
  • Bartlett & Co Wealth Management first reported a position in Polaris in Q1 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Polaris position peaked at $3.44K in Q1 2018.
  • 477 funds tracked by Wall St. Rank held Polaris as of Q2 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2018, filed 13 Feb 2024.