Clear Perspective Advisors’s Polaris PII Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-17	Closed	-$2K	–	357
2018 Q2	$2K	Hold	17	–	–	﹤0.01%	470
2018 Q1	$2K	Hold	17	–	–	﹤0.01%	465
2017 Q4	$2K	Hold	17	–	–	﹤0.01%	437
2017 Q3	$2K	Sell	17 -365	-96%	-$34.6K	﹤0.01%	437
2017 Q2	$35K	Hold	382	–	–	0.03%	252
2017 Q1	$32K	Hold	382	–	–	0.02%	248
2016 Q4	$31K	Buy	+382	New	+$31.2K	0.02%	243

Other funds holding PII

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Clear Perspective Advisors's PII Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Polaris (PII) in Q3 2018, closing a stake of 17 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in PII in Q4 2016 and held it in 7 quarters. The position peaked at $35K in Q2 2017. 468 funds tracked by Wall St. Rank hold PII as of Q3 2018.

Clear Perspective Advisors reported no remaining Polaris position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 17 Polaris shares in Q3 2018, an estimated $2K.
Clear Perspective Advisors first reported a position in Polaris in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Polaris position peaked at $35K in Q2 2017.
468 funds tracked by Wall St. Rank held Polaris as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.