IHT Wealth Management’s Polaris PII Stock Holding History

IHT 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
2018 Q2	–	Sell	-11	Closed	-$1K	–	1088
2018 Q1	$1K	Hold	11	–	–	﹤0.01%	1615
2017 Q4	$1K	Buy	+11	New	+$1.3K	﹤0.01%	1605
2017 Q2	–	Sell	-285	Closed	-$23K	–	1454
2017 Q1	$23K	Buy	+285	New	+$24.5K	0.02%	625

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 $3.38T AUM 44.17% 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

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

WRF

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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

ACH

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

IHT Wealth Management's PII Position: Q2 2018 in Review

IHT Wealth Management sold out of Polaris (PII) in Q2 2018, closing a stake of 11 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in PII in Q1 2017 and held it in 3 quarters. The position peaked at $23K in Q1 2017. 477 funds tracked by Wall St. Rank hold PII as of Q2 2018.

IHT Wealth Management reported no remaining Polaris position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 11 Polaris shares in Q2 2018, an estimated $1K.
IHT Wealth Management first reported a position in Polaris in Q1 2017 and held it in 3 quarters.
IHT Wealth Management's Polaris position peaked at $23K in Q1 2017.
477 funds tracked by Wall St. Rank held Polaris as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.