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Elmwood Wealth Management’s Polaris PII Stock Holding History

Elmwood 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
2020
Q2 		– Sell
-15
Closed -$1.72K – 314
2020
Q1 		$1.72K Buy
+15
New +$1.23K ﹤0.01% 264
2018
Q3 		– Sell
-15
Closed -$1.83K – 301
2018
Q2 		$1.83K Hold
15
– – ﹤0.01% 260
2018
Q1 		$1.72K Buy
+15
New +$1.8K ﹤0.01% 264

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 $3.38T AUM 44.17% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Elmwood Wealth Management's PII Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Polaris (PII) in Q2 2020, closing a stake of 15 shares — an estimated $1.72K sold.

Elmwood Wealth Management first reported a position in PII in Q1 2018 and held it in 3 quarters. The position peaked at $1.83K in Q2 2018. 419 funds tracked by Wall St. Rank hold PII as of Q2 2020.

  • Elmwood Wealth Management reported no remaining Polaris position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 15 Polaris shares in Q2 2020, an estimated $1.72K.
  • Elmwood Wealth Management first reported a position in Polaris in Q1 2018 and held it in 3 quarters.
  • Elmwood Wealth Management's Polaris position peaked at $1.83K in Q2 2018.
  • 419 funds tracked by Wall St. Rank held Polaris as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.