IFAM
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Institutional & Family Asset Management’s Polaris PII Stock Holding History

Institutional & Family Asset 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
2021
Q4 		– Sell
-150
Closed -$18K – 895
2021
Q3 		$18K Hold
150
– – ﹤0.01% 468
2021
Q2 		$21K Buy
+150
New +$20.3K ﹤0.01% 476
2018
Q2 		– Sell
-45
Closed -$5K – 872
2018
Q1 		$5K Buy
+45
New +$5.41K ﹤0.01% 601
2017
Q4 		– Sell
-5,681
Closed -$594K – 180
2017
Q3 		$594K Hold
5,681
– – 0.12% 113
2017
Q2 		$524K Buy
5,681
+69
+1% +$5.92K 0.13% 89
2017
Q1 		$470K Hold
5,612
– – 0.15% 96
2016
Q4 		$462K Hold
5,612
– – 0.15% 96
2016
Q3 		$435K Hold
5,612
– – 0.14% 94
2016
Q2 		$459K Buy
5,612
+1,683
+43% +$149K 0.16% 92
2016
Q1 		$338K Hold
3,929
– – 0.13% 102
2015
Q4 		$338K Buy
+3,929
New +$416K 0.13% 102

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $544B AUM 28.31% 1-Year Est. Return