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Baystate Wealth Management’s Polaris PII Stock Holding History

Baystate 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
2017
Q4 		– Sell
-100
Closed -$10K – 683
2017
Q3 		$10K Hold
100
– – ﹤0.01% 348
2017
Q2 		$9K Hold
100
– – ﹤0.01% 355
2017
Q1 		$8K Hold
100
– – ﹤0.01% 353
2016
Q4 		$8K Buy
+100
New +$8.16K ﹤0.01% 326
2013
Q3 		– Sell
-100
Closed -$10K – 178
2013
Q2 		$10K Buy
+100
New +$9.05K ﹤0.01% 189

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
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Baystate Wealth Management's PII Position: Q4 2017 in Review

Baystate Wealth Management sold out of Polaris (PII) in Q4 2017, closing a stake of 100 shares — an estimated $10K sold.

Baystate Wealth Management first reported a position in PII in Q2 2013 and held it in 5 quarters. The position peaked at $10K in Q3 2017. 495 funds tracked by Wall St. Rank hold PII as of Q4 2017.

  • Baystate Wealth Management reported no remaining Polaris position as of Q4 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 100 Polaris shares in Q4 2017, an estimated $10K.
  • Baystate Wealth Management first reported a position in Polaris in Q2 2013 and held it in 5 quarters.
  • Baystate Wealth Management's Polaris position peaked at $10K in Q3 2017.
  • 495 funds tracked by Wall St. Rank held Polaris as of Q4 2017.

Based on Baystate Wealth Management's 13F filing for Q4 2017, filed 23 Jan 2018.