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Litman Gregory Wealth Management’s Polaris PII Stock Holding History

Litman Gregory 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
Q1 		– Sell
-269
Closed -$27K – 197
2019
Q4 		$27K Hold
269
– – 0.01% 110
2019
Q3 		$24K Sell
269
-270
-50% -$23.4K 0.01% 101
2019
Q2 		$49K Buy
+539
New +$49.1K 0.01% 89

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Litman Gregory Wealth Management's PII Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of Polaris (PII) in Q1 2020, closing a stake of 269 shares — an estimated $27K sold.

Litman Gregory Wealth Management first reported a position in PII in Q2 2019 and held it in 3 quarters. The position peaked at $49K in Q2 2019. 390 funds tracked by Wall St. Rank hold PII as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining Polaris position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 269 Polaris shares in Q1 2020, an estimated $27K.
  • Litman Gregory Wealth Management first reported a position in Polaris in Q2 2019 and held it in 3 quarters.
  • Litman Gregory Wealth Management's Polaris position peaked at $49K in Q2 2019.
  • 390 funds tracked by Wall St. Rank held Polaris as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.