Mattern Wealth Management’s Polaris PII Stock Holding History

Mattern 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	-5,258	Closed	-$535K	–	131
2019 Q4	$535K	Buy	+5,258	New	+$510K	0.32%	88

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mattern Wealth Management's PII Position: Q1 2020 in Review

Mattern Wealth Management sold out of Polaris (PII) in Q1 2020, closing a stake of 5,258 shares — an estimated $535K sold.

Mattern Wealth Management first reported a position in PII in Q4 2019 and held it in 1 quarter. The position peaked at $535K in Q4 2019. 390 funds tracked by Wall St. Rank hold PII as of Q1 2020.

Mattern Wealth Management reported no remaining Polaris position as of Q1 2020 after selling out during the quarter.
Mattern Wealth Management sold 5,258 Polaris shares in Q1 2020, an estimated $535K.
Mattern Wealth Management first reported a position in Polaris in Q4 2019 and held it in 1 quarter.
Mattern Wealth Management's Polaris position peaked at $535K in Q4 2019.
390 funds tracked by Wall St. Rank held Polaris as of Q1 2020.

Based on Mattern Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.