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Doyle Wealth Management’s Polaris PII Stock Holding History

Doyle 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
2019
Q3 		– Sell
-330
Closed -$30K – 601
2019
Q2 		$30K Buy
+330
New +$30.1K ﹤0.01% 454
2019
Q1 		– Sell
-629
Closed -$48K – 583
2018
Q4 		$48K Buy
+629
New +$56.5K 0.01% 363

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Doyle Wealth Management's PII Position: Q3 2019 in Review

Doyle Wealth Management sold out of Polaris (PII) in Q3 2019, closing a stake of 330 shares — an estimated $30K sold.

Doyle Wealth Management first reported a position in PII in Q4 2018 and held it in 2 quarters. The position peaked at $48K in Q4 2018. 441 funds tracked by Wall St. Rank hold PII as of Q3 2019.

  • Doyle Wealth Management reported no remaining Polaris position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 330 Polaris shares in Q3 2019, an estimated $30K.
  • Doyle Wealth Management first reported a position in Polaris in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Polaris position peaked at $48K in Q4 2018.
  • 441 funds tracked by Wall St. Rank held Polaris as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.