Evoke Wealth’s Polaris PII Stock Holding History

Evoke Wealth’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 Q3	–	Sell	-6	Closed	-$1K	–	1106
2020 Q2	$1K	Hold	6	–	–	﹤0.01%	1009
2020 Q1	$289	Buy	+6	New	+$492	﹤0.01%	1066
2019 Q4	–	Sell	-915	Closed	-$80.5K	–	1416
2019 Q3	$80.5K	Buy	+915	New	+$79.3K	0.01%	405

Other funds holding PII

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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 New York $544B AUM 28.31% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Evoke Wealth's PII Position: Q3 2020 in Review

Evoke Wealth sold out of Polaris (PII) in Q3 2020, closing a stake of 6 shares — an estimated $1K sold.

Evoke Wealth first reported a position in PII in Q3 2019 and held it in 3 quarters. The position peaked at $80.5K in Q3 2019. 431 funds tracked by Wall St. Rank hold PII as of Q3 2020.

Evoke Wealth reported no remaining Polaris position as of Q3 2020 after selling out during the quarter.
Evoke Wealth sold 6 Polaris shares in Q3 2020, an estimated $1K.
Evoke Wealth first reported a position in Polaris in Q3 2019 and held it in 3 quarters.
Evoke Wealth's Polaris position peaked at $80.5K in Q3 2019.
431 funds tracked by Wall St. Rank held Polaris as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.